Why You Need an Investment Policy Statement
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
Profit Sharing Plans
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.
Focus on the Savings
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.
Is a Flex Spending Account Worth It?
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…
Are Government Bonds Risk Free?
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…
Rethinking Summer Travel
The “Money Talks” hosts discuss how the sharing economy has started to change something as traditional as the summer road trip.
Is it a Bad Fit or is it a Bad Adviser?
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the difference between a bad fit and a bad adviser. Read the Article
Bending the Ten Year Rule
With fixed-income yields so slow, do we bend our Ten Year Rule?
Financial Choices: College, Retirement, or Both?
It’s the paramount financial conflict many families face, especially as more couples start having children later in life. Should you save for college or retirement? Learn more in this Financial Tip.
Signs of a Bad Financial Adviser
The “Money Talks” hosts discuss some of the warning signs you may be working with a bad financial adviser.