As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains if it matters when during the year you take your Required Minimum Distribution. Whether it’s at the start of the year, spread out monthly, or at year-end, the right timing depends on your financial goals.
As seen in the Marietta Daily Journal: From fake celebrity relationships to investment scams, Bil Lako, CFP®, explains knowing the red flags can save your hard-earned money.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains whether it’s rebalancing your portfolio, shifting away from a stock that no longer fits your thesis, or managing taxes, you need to know when to trim your positions.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investing isn’t just about outperforming benchmarks—it’s about aligning your financial decisions with your goals, and how a comprehensive financial plan can help you achieve long-term success.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores the FIRE movement—Financial Independence, Retire Early. But is this ultra-frugal lifestyle sustainable, or does it come at too high a cost?
As seen in the Marietta Daily Journal: Bil Lako, CFP® explains that retirement isn’t just about saving enough money or choosing the right investments—it’s about redefining your purpose and navigating life’s new dynamics.
In this week’s Marietta Daily Journal: Bil Lako, CFP®, explores why a one-size-fits-all approach to retirement doesn’t work. Your retirement plan should be as unique as your lifestyle.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, shares insights on how non-traditional investments can diversify your portfolio and mitigate risk in uncertain markets.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that as the year comes to a close, it’s the perfect opportunity to review your portfolio. Rebalancing ensures your portfolio stays on track, even after a year of market ups and downs.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, takes a look at Retirement Literacy. With an average score of just 31% out of 100 on topics like inflation, Social Security, and investments, it’s clear that planning for retirement isn’t as simple as it seems.
