Restricted Stock Tax Rate Benefits
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how restricted stock is taxed, and the pros and cons of the 83(b) election. Read the Article
Just How Risky Is Your Portfolio?
You may think of risk in terms of loss, but you should also think of it in terms of not meeting your financial goals. Learn more in this Financial Tip.
Creative Employee Compensation
Bil Lako, CFP®, explains in today’s Marietta Daily Journal how some employers may offer shares of restricted stock as compensation. Read the Article
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.
Investing Outside of Your Financial Adviser
Is it OK to have an investment account that your financial adviser doesn’t know about?
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.
Coordinating Social Security Benefits with Other Retirement Assets
Social Security provides about 40% of your preretirement income. Consider coordinating your benefits with other savings. Read more in this Financial Tip.
15 Ways to Save on Your Next Vacation
If money is precious, it is even more precious when it goes toward a vacation! Read 15 way to save on your next getaway in this week’s Financial Tip.
Theft of a Child’s Identity May Take Years to Discover
Bil Lako, CFP®, shares his insight on identity theft and how your children may be susceptible to it too.
Selling for Liquidity
With the markets up, Bil Lako, CFP®, asks Dr. Gene if investors should sell to fulfill their 10-year liquidity needs