In the Marietta Daily Journal, Bil Lako, CFP®, explains that when working with a financial adviser you define your fundamentals in an Investment Policy Statement. This includes your target asset allocation, your investment strategy, and the circumstances in which changes can be made to your portfolio, which includes your sell strategy. Read the article here…
In the Marietta Daily Journal, Bil Lako, CFP®, explains how investors tend to grumble about low-interest-rate environments because we’re trained to think as savers. However, the reality is that there are beneficial moves investors can make to take advantage of low-interest rates. Read the article here Disclosures: The investments referenced within this article may currently…
In the Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at our federal debt and if we should be concerned about how the government spends. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be…
In the Marietta Daily Journal, Bil Lako, CFP®, explains how in retirement, if you’re following a Ten Year Rule, you have 10 years of liquid assets to pay for your living expenses—including your mortgage—mostly protected from any economic change that may or may not happen.
In the Marietta Daily Journal, Bil Lako, CFP®, explains why Substantially Equal Periodic Payments plans are very circumstantial and require a very specific set of variables to work for an investor’s situation. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled…
In the Marietta Daily Journal, Bil Lako, CFP®, takes a close look at second-quarter GDP and how the economy looks going forward. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy…
In the Marietta Daily Journal, Bil Lako, CFP®, explains how the long-term care insurance marketplace has easily adapted to the “new normal.” Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy…
In the Marietta Daily Journal, Bil Lako, CFP®, explains how 2020 provides a unique opportunity to take what would have been a 2020 RMD and roll it into a Roth IRA. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from…
In the Marietta Daily Journal, Bil Lako, CFP®, explains the IRS’ latest move to help investors repay their unwanted 2020 RMDs.
In the Marietta Daily Journal, Bil Lako, CFP®, explains that the market has recovered a majority of what it lost, in March. Hopefully, you did not touch your 401(k) by cutting your contributions or moving your investments to cash equivalents during the trough.
