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Category Archives: In The News

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Jun172022

In the News: Inflation is your benchmark for growing and maintaining your wealth

Featured, In The NewsBy Editorial TeamJune 17, 2022

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that fixed-income investments are designed to protect principal, and that equities, over the long term, should outpace inflation.

Jun102022

In the News: With Retirement Balances Down, a Roth Conversion May Make Sense

Featured, In The NewsBy Editorial TeamJune 10, 2022

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that depressed account balances may provide an opportunity for investors to convert traditional retirement accounts to Roth IRAs.

May202022

In the News: Financial advisers can provide valuable insight for second marriage estate planning

Featured, In The NewsBy Editorial TeamMay 20, 2022

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains while you may be focused on making your blended family work, there are estate planning concerns like providing for children from a previous marriage, that often take a backseat to daily life.

May132022

In the News: Pulling your retirement goals into focus

Featured, In The NewsBy Editorial TeamMay 13, 2022

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that saving without a goal is like stuffing money away, never looking at it, never knowing how much is there, and never knowing if it is enough.

May62022

In the News: Window to make unlimited contributions to Georgia HEART Program approaching for 2022

Featured, In The NewsBy Editorial TeamMay 6, 2022

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that almost 40% of the $60 million of income tax credits through the Georgia HEART Hospital Program have already been claimed for the 2022 tax year. The Georgia HEART Program Will Begin Accepting Pre-Applications May 16!

Apr302022

In the News: Lending money when your adult children are in financial need

Featured, In The NewsBy Editorial TeamApril 30, 2022

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores options for lending money because parents will do whatever it takes to help their children—even if it means risking their financial future.

Apr222022

In the News: First quarter: Inflation, rising interest rates, and Russia-Ukraine war

Featured, In The NewsBy Editorial TeamApril 22, 2022

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that despite all that has happened in the first quarter, a Ten Year Rule investment strategy should be favorable in the long run.

Apr152022

In the News: Paying for Care with Your Long-Term Care Insurance Policy

Featured, In The NewsBy Editorial TeamApril 15, 2022

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains when and how to apply for long-term care insurance benefits to help you and your family when a long-term care event happens

Apr82022

In the News: An Inverted Yield Curve: Is It Time to Panic?

Featured, In The NewsBy Editorial TeamApril 8, 2022

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains the significance of the recent yield curve inversion and what investors should do.

Apr12022

In the News: Considering paying cash for your house? Opt for carrying a mortgage instead

Featured, In The NewsBy Editorial TeamApril 1, 2022

As seen in the Marietta Daily Journal, Bil Lako, CFP®, provides three solid reasons you shouldn’t pay cash for your house regardless of how much profit you made selling in this market.

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