Simplicity is not Only for Investments, but Where You are Invested, too
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how simplicity in your finances can provide you with more flexibility. Read the Article
Spending Your Wealth or Leaving an Inheritance
In today’s @MDJOnline, Bil Lako, CFP® covers spending retirement assets vs. leaving an inheritance for your children. Read the Article
An ‘Exception’ to Using ‘Retirement’ Money for Education
Only able to save a limited amount for education and retirement? We discuss why you might want to consider a Roth IRA in today’s Marietta Daily Journal. Read the Article
Cash Versus Credit for Millennials
In today’s Marietta Daily Journal, Bil Lako CFP® explains why building a credit history is important for Millennials. Read the Article
Matching Investments to Your Liquidity Needs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the how and why of your investments with your expenses 10 years prior. Read the Article
Taxes — A Balance Between Security and Convenience
Thieves have claimed more than $30 billion in fraudulent tax refunds. Bil Lako, CFP®, explains in today’s Marietta Daily Journal. Read the Article
Even with auto enrollment, your 401(k) is not set-and-forget
Don’t believe just because you were auto enrolled in your 401(k) that it is set-it-and-forget-it. Bil Lako, CFP® explains in today’s Marietta Daily Journal. Read the Article.
Medicaid Planning May not Yield the Intended Benefits
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the drawbacks to giving away assets to qualify for Medicaid. Read the Article
Test Driving Your Retirement Plan Means Mapping Out Your Liquidity Needs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains mapping out your liquidity needs for retirement. Read the article.
Accommodating Longevity Risk in Your Financial Plan
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how longevity risk can be managed with asset allocation. Read the Article