In the News: 50s: Time to Test Retirement Plan
In your 50s, during your mid-year financial checkup, consider test driving your retirement plan.
Two Promoted to Senior Associate at Kennesaw Financial Firm
Join us in congratulating D.J. Barker, CWS® and K.C. Smith, CFP® on their promotions to Senior Associate.
When Should You Amend Taxes?
To amend or not to amend? In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights when you should consider amending a return. Read the Article
Restricted Stock Requires Planning
With restricted stock shares, you may be withholding less than your marginal tax rate and creating a concentrated position. Read the Article
Restricted Stock Tax Rate Benefits
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how restricted stock is taxed, and the pros and cons of the 83(b) election. Read the Article
In the News: Creative Employee Compensation
Bil Lako, CFP®, explains in today’s Marietta Daily Journal how some employers may offer shares of restricted stock as compensation. Read the Article
Mortgage Market Artificial Because of Fed?
Ted Parrish, CFA, joined Fox Business to discuss his outlook on the housing and stock markets if the Fed slows bond buying. Watch the Video
In the News: 401(k) Plans That Do the Firing
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why 401(k) plans may oust former employees who participate in the plan. Read the Article
Children at Risk for Identity Theft
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how children are susceptible to ID theft. Read the Article
Student Loans and Hardships
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the options for student loan payments when financial hardships happen. Read the Article