The terms “saving” and “investing” may be used interchangeably, but understanding how they are different may help you in working toward financial goals for you and your family. We explain in this Financial Tip.
Military servicemembers have unique sources of income and savings options, making financial planning important. Learn more in this Financial Tip.
How your credit score is calculated is changing–likely in your favor if you’ve had medical debt repaid in collections. Learn how in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how a financial product is not a financial plan. Read the article
Do you have a clear strategy for the road ahead? Bil Lako, CFP®, explains how to develop an overarching direction in today’s Marietta Daily Journal. Read the Article
The hosts of “Money Talks,” Gene Henssler, Ph.D., Bil Lako, CFP®, and Ted Parrish, CFA, explain how a profit sharing works. The hosts discuss vesting options, advantages for both the employer and employee, and how to determine if a profit sharing plan is best for you.
Retirement depends on many factors, including how much you spend and when you want to retire. However, what is for certain is that you must save.
The hosts of “Money Talks,” Gene Henssler, Ph.D., Bil Lako, CFP® and Mark Bendinelli, CFA, discuss what a flex spending accounts is, as well as some of the medical expenses that can be covered by flex spending. They also address the tax advantages of using a flex spending account and what factors you should consider…
The hosts of “Money Talks” address a listener’s question on government bonds. Troy Harmon, CFA, Mark Bendinelli, CFA and Nick Antonucci discuss why government bonds are generally deemed risk free. They also address the factors you should consider to minimize your risk and our recommended duration for holding fixed-income securities in the current interest rate…
The “Money Talks” hosts discuss how the sharing economy has started to change something as traditional as the summer road trip.
