Studies: Debt Down in Younger Households
Bil Lako, CFP® highlights some staggering consumer debt statistics (a total of $11.34 trillion) in today’s Marietta Daily Journal. Read the Article.
Why a GRAT Can Be GREAT
A grantor retained annuity trust may allow you to transfer assets to heirs while minimizing gift taxes. Read all about it in this Financial Tip.
Refinance to Control How Your Money Works For You
Bil Lako, CFP®, highlights the financial strategy of refinancing your mortgage.
No Mortgage, Hidden Cost
It might be nice to never have a mortgage payment; however, paying cash for your house is not always the best choice. We explain in today’s Marietta Daily Journal.
Making the Most of Your 401(k) Plan
The more you can save for retirement the better! Learn how to get the most out of your 401(k) plan in this week’s Financial Tip.
Using Reverse Mortgages Properly
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how some may be able to use a reverse mortgage to augment long-term cash flow. Read the Article
Expecting a Large Inheritance? Don't Count on It
Considering your parents live could spend 25+ years in retirement, you may not want to count on a large inheritance. Read more in this Financial Tip.
The "SEPP" Exception to the IRA Premature Distribution Tax
If you need to tap the funds in your IRA, you may be able to avoid the early 10% withdrawal penalty. Read more in this Financial Tip.
The "SEPP" Exception to the IRA Premature Distribution Tax
If you need to tap the funds in your IRA, you may be able to avoid the early 10% withdrawal penalty. Read more in this Financial Tip.
Why Refinancing Can Help You
Bil Lako, CFP® discusses the financial advantage to refinancing a mortgage in today’s Marietta Daily Journal. Read the Article