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
Estate Planning Strategies in a Low-Interest-Rate Environment
Tired of low interest rates? Us too. However, they can be beneficial for certain estate planning strategies. Learn more in this Financial Tip.
Do Not Base Investment Decisions on Tax Laws
The adage tells us only death and taxes are certain, but we feel tax law changes are a certainty as well. Investment decisions made based solely on tax laws might not be the best decision.
Questions and Answers about Social Security
Sure you pay Social Security taxes, but how much do you know about the actual program? Learn more in this Financial Tip.
Teach Your Children Well: Basic Financial Education
A child’s financial education can start before they can count. As a parent, they look at you as a financial role model. Read all about it in this Financial Tip.
More Deductions Reduced for the Rich
Bil Lako, CFP® discusses the limitations on itemized deductions and personal exemptions for couples with an adjusted gross income of more than $300,000.