In the News: The peace of mind of having money when you need it
In today’s Marietta Daily Journal, Bil Lako, CFP®, Bil Lako, CFP® explains how a laddered bond portfolio can give you peace of mind that you’ll likely have money when you need it.
Six Tips To Reducing Debt
Your personal finances can benefit from a good spring cleaning! Read our six tips to reducing debt.
The Peace of Mind of Having Money When You Need It
The “Money Talks” experts team up to discuss the Henssler Ten Year Rule and how it applies to moving money to fixed investments prior to retirement.
Four Ways You Can Improve Your Credit Report
We explain four things you can do to help you improve what’s on your credit report.
2020 Annual Limits Relating to Financial Planning
Every number you may need! Download our 2020 Annual Limits Relating to Financial Planning quick reference sheet, download it here!
In the News: Follow The Money
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares a piece of advice that might help you avoid unfavorable financial situations.
How To Calculate Your Net Worth
Two people may have the same annual income, but very different net worth.
Follow the Money
The “Money Talks” hosts discuss the situation of an investor who was working with a broker who put him in very speculative investments. They cover Dr. Gene’s rule of, “Follow the money,” as well as how we approach developing a financial plan.
Planning Considerations of Selling Your Business to Your Child
The Money Talks hosts explore the situation of a business owner who is looking to have his son take over his business so he may retire. The experts discuss the timeline for such a transaction, what planning issues need to be taken into account and how his options may need to change depending on how quickly he needs the money from the sale of his business.
Can I Transfer My Business Through My Will?
We explain why you shouldn’t use your Will to transfer your business.