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.
“The Retirement Gamble” and 401(k) Fees
We address concerns raised by a recent PBS special on the hidden fees in 401(k) plans.
Understanding 401(k) Plan Fees and Expenses
Fees and expenses are factors that may affect your investment returns, and therefore impact your retirement income. Read more in this Financial Tip.
Your First Job Is the Time to Start Planning For Retirement
Bil Lako, CFP® and Dr. Gene explain which accounts a new investor should use to save for retirement.