RMDs: Avoiding Penalties and Minimizing Taxes
Bil Lako, CFP®, explains some strategies that may make required minimum distributions easier.
What Do You Get From a Financial Plan?
Bil Lako, CFP®, and Dr. Gene highlight the benefits of working with an adviser on a financial plan.
Why You Need a Power of Attorney and Medical Directive
Can you make health-care or financial decisions on your spouse’s behalf if your spouse is unconscious? Learn why you need a Power of Attorney and Medical Directive in this week’s Financial Tip.
Working While Claiming Early Benefits
While you can take Social Security benefits early at 62, you are limited on what you can earn without reducing benefits. Read the Artice in Today’s Marietta Daily Journal
Converting Savings to Retirement Income
Your retirement lifestyle will depend on your investment choices and how quickly you draw down your retirement portfolio. Learn more in this Financial Tip.
Grandparent-Owned 529 Plan Assets May Hurt Student
Hosts highlight how 529 Plan account ownership can affect financial aid eligibility.
Social Security FAQs
We answer some frequently asked questions on Social Security.
Time Can Be a Strong Ally in Saving for Retirement
Through the power of compounding, you could be a millionaire. Learn how in this Financial Tip.
Should You Buy or Lease Your Next Vehicle?
Need a new car? Our handy chart breaks down the differences on eight critical points for buying vs. leasing your next car. Learn more in this Financial Tip.
A Primer on Required Minimum Distributions
We answer a listener’s question on helping his mom coordinate her required minimum distribution.