As seen in the Marietta Daily Journal: Bil Lako, CFP®, warns that while the IRS is accepting returns, you need to be sure you have all your forms and letters before you file. Read the article at the Marietta Daily Journal. This article is for demonstrative and academic purposes and is meant to provide valuable background…
As seen in the Marietta Daily Journal: Bil Lako, CFP®, a trust is an entity that holds property and assets for the benefit of the named beneficiary and can also dictate how and when the beneficiary receives or spends the assets.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that while a divorce may have put a dent in your retirement savings, you can still repair the damage.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, provides investors insight on what to expect for 2022.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, provides some tips to get your financial New Year’s resolutions to stick.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights some common mistakes investors make when it comes to required minimum distributions.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights some common mistakes investors make when it comes to required minimum distributions.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how all inheritances are not equal, so banking on such a windfall to fund your retirement is generally a bad idea.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, covers the tax changes in the Nov. 5 Infrastructure Investment and Jobs Act, and what may be included in the Build Back Better bill.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how a financial adviser should be taking the time before investors retire to discuss the spending stage of retirement.
