Taxes, Retirement and Timing Social Security
Sometimes it makes sense to take taxable distributions from retirement plans while deferring Social Security benefits. We explain in this week’s Financial Tip.
Market Corrections and Selling During the Downswing
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the recent market correction and investors who sold on the down days. Read the Article
Choosing a Business Entity
Your business entity affects your liability, management, profit sharing, continuity of life and how income is taxed. Read all about it in this week’s Business Tip.
Three Tax Planning Concepts
No one wants to pay any more taxes than required. We explain three planning tips to reduce your tax burden in this week’s Tax Tip.
Correlation and Portfolio Performance
The various types of investments perform differently, depending on market conditions. Asset allocation is key! Learn more in this week’s Financial Tip.
Consider tax advantages when paying for a higher education
In today’s Marietta Daily Journal, Bil Lako, CFP® says plan carefully! You cannot receive more than one tax benefit for each dollar spent on higher education. Read the article.
Tips for Women Entrepreneurs
While the steps to start a business are relatively standard, women entrepreneurs may face unique challenges. Read all about it in this week’s Business Tip.
Q&A with Kennesaw State University Director of Athletics Vaughn Williams
In the Atlanta Business Chronicle, Kennesaw State University’s Vaughn Williams talks about the University’s expanding athletic program. Read the Article
Protecting Your Loved Ones with Life Insurance
As you take on more responsibilities and your family grows, your need for life insurance increases. Learn more in this week’s Insurance Tip.
Three Smart Moves for Young Adults
The financial advice your dad gave you more than 20 years ago is still applicable to 20-year-olds today. Read more in this week’s Financial Tip.