Saving for Retirement without an Employer-Sponsored Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to save for retirement if an employer plan is not available. Read the Article
In the News: Strategically Using Life Insurance as Part of Executive Compensation Plans
Executive bonus plans often employ life insurance, but policies have to be structured properly and managed prudently. We explain in this week’s Marietta Daily Journal. Read the Article
In the News: Prioritizing Retirement Savings as a Couple
Couples should make sure that their 401(k)s don’t overlap, creating a portfolio heavily weighted in one asset class. We explain in today’s Marietta Daily Journal.
In the News: A Slowdown Presents an Opportunity to Buy
In today’s Marietta Daily Journal, Bil Lako, CFP® explains that while the markets are down, it is more important to look long-term.
Emotions Can Influence Our Investment Habits
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the financial realities behind some emotional money decisions. Read the Article
In the News: Keeping a Family Business in the Family
In today’s Marietta Daily Journal: If keeping the business in the family is a priority, succession planning requires expert help.
When is the best time to begin claiming Social Security benefits?
The Bipartisan Budget Act of 2015 eliminated the File and Suspend and Restricted Application for Spousal Benefits “loopholes.” Read the article in the Marietta Daily Journal.
In the News: Financial Moves for When You Have an Empty Nest
Your children have their own careers, homes & lives. How does your financial plan need to change? We explain in today’s Marietta Daily Journal
Kennesaw Investor Wins Car with Hole-in-One at Financial Firm’s Golf Tournament
One perfect swing that resulted in a high arcing shot with a slight draw toward the pin was all it took. That single stroke netted Stephen Reich $71,000 toward the purchase of a luxury car.
In the News: Working Fixed Income into Your Investment Strategy
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how fixed-income investments work with your investment strategy.