As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that 9.1% inflation is not normal nor will it likely be like this long term, and it will ultimately benefit companies’ revenue streams. Therefore, stocks are one of the best hedges against inflation.
Just as your wealth goes through transitions throughout your life, so does the need for life insurance. It’s important to coordinate your insurance coverage with your current needs.
Dividends can be a dependable source of income for retirees and others who want an income stream without selling their underlying investments.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to explore a fixed-income strategy given the high inflation and rising interest rate environment.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that while annuities are gaining traction as interest rates continue to rise, insurers do not have access to anything different than what is readily available in the market for all investors.
The possibility of having higher taxes in retirement shines a new light on the tax advantages of life insurance.
Tax law requires individuals who have reached age 72 to begin taking minimum distributions from their traditional IRA accounts; however, the tax law also permits those 70½ and older to transfer funds from their IRAs to charities as Qualified Charitable Distributions (QCDs).
Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Financial Planner Josh Weidie, CWS® are joined by Director of Insurance Planning Jim Crone, CFS®, CLU®, who explains how and where annuities work best and that there is nothing an insurance company can invest in that isn’t already available in the marketplace.
In this “Money Talks Minute” Bil Lako, CFP®, explains how getting married brings many financial challenges, and how careful planning and communication are key since the financial decisions you make now can have a lasting impact on your future.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains 2022’s major tax changes to the Child Tax Credit, 1099-ks from third-party settlement organizations, and many others you need to be aware of this year.