In this week’s Marietta Daily Journal, Bil Lako, CFP® explains why fixed income investments should be in your IRA—not your 401(k). Read the Article
Businesses can use life insurance to fund a qualified retirement plan, but there are limitations. Read all about it in this week’s Business Tip.
There are taxes even in death. If you have no estate tax provision in your Will, state laws intervene. Learn more in this week’s Tax Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how simplicity in your finances can provide you with more flexibility. Read the Article