As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how a couple should consider a Roth conversion on a year-to-year basis as there are many moving parts to this financial move.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how naming a competent person as your financial power of attorney can allow you to relax and enjoy the time you have left.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how having an empty nest is the time to focus on your future. With your children out of the house, there are probably several areas in your budget that you can reevaluate.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that financial goals change as life happens. While your financial plan should look at least 10 years out, it’s not the same plan you will have 10 years from now.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how missing out on a small amount in your early saving years could make nearly a $100,000 difference in your retirement account.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when clients go through a divorce, an adviser can go from one client — the couple — to two individual clients who are looking out for themselves. Because of the adviser’s fiduciary duty, they cannot provide advice that would be a disservice to the other spouse.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, looks back at 2022’s stock market and provides his outlook on what could be in store for both the stock market and the economy in 2023. Read the article at the Marietta Daily Journal. This article is for demonstrative and academic purposes and is meant…
As seen in the Marietta Daily Journal, Bil Lako, CFP®, covers the changes the SECURE Act 2.0 will make to required minimum distributions, catch-up contributions, 401(k) plans and more.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investors can use the market’s volatility to their advantage through tax loss selling and rebalancing.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains some of your options when you are holding a highly appreciated asset in your portfolio.
