Q&A Time: Zillow, Intuitive Surgical, Retirement Accounts and MasterCard
The “Money Talks” hosts address listeners’ questions on stocks including IDEX Corp, E*Trade, Zillow and MasterCard.
Working While Claiming Early Benefits
While you can take Social Security benefits early at 62, you are limited on what you can earn without reducing benefits. Read the Artice in Today’s Marietta Daily Journal
Converting Savings to Retirement Income
Your retirement lifestyle will depend on your investment choices and how quickly you draw down your retirement portfolio. Learn more in this Financial Tip.
Social Security FAQs
We answer some frequently asked questions on Social Security.
Time Can Be a Strong Ally in Saving for Retirement
Through the power of compounding, you could be a millionaire. Learn how in this Financial Tip.
Q&A Time: Tesla Motors, Roth Conversions, AOL and PetMed Express
The “Money Talks” hosts answer listeners’ questions on their investments and retirement savings.
A Primer on Required Minimum Distributions
We answer a listener’s question on helping his mom coordinate her required minimum distribution.
Q&A Time: 403(b) plans, Potash, C.R. Bard and More
The “Money Talks” hosts answer listeners’ questions about retirement plans, and their recent stock transactions.
How Much Is Needed to Retire?
How much money do you need to retire? Bil Lako, CFP® explains the complicated equation in today’s Marietta Daily Journal. Read the Article
In the News: 50s: Time to Test Retirement Plan
In your 50s, during your mid-year financial checkup, consider test driving your retirement plan.