Jennifer Thomas, CFP® answers a listener’s question on what to do with an inherited IRA.
Bil Lako, CFP® and Dr. Gene Henssler discuss why some seniors have considered delaying retirement.
Now that your student is away at college, there are plenty of financial pitfalls they can avoid with a little planning.
Bil Lako, CFP®, provides some critical steps a 60-something should take before retirement.
Dr. Gene and Bil Lako, CFP®, discuss retirement numbers and how the Ten Year Rule is applied to a retirement account.