Retiring Early and Investing Reduced Benefits
Even though they may have enough saved assets to retire early, many investors still have concerns about taking retirement benefits early at a reduced rate. Read our Article in the Marietta Daily Journal
Financial decisions in becoming a stay-at-home parent
In today’s Marietta Daily Journal: Bil Lako, CFP® highlights the financial considerations of becoming a stay at home parent. Read the Article
Vacation Homes: Common Luxury, Complicated Taxes
In today’s Marietta Daily Journal: The number of days you use and rent your second home determine the tax treatment. Read the Article
Weigh the Costs Before Accepting the Terms of a Reverse Mortgage
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why a reverse mortgage is a weighty decision. Read the Article
Do Your Homework: College Savings Plans
Bil Lako, CFP®, helps with your homework on saving for higher education costs in today’s Marietta Daily Journal. Read the Article
In the News: Determining Business Value
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how the value of your business depends on the valuation method used. Read the Article
With current P/E, overvaluation should not be a concern
Bil Lako, CFP® explains in today’s Marietta Daily Journal why the domestic markets should not be considered expensive. Read the Article
Surviving the Death of a Spouse
A spouse’s death creates a financial crossroad to for you to navigate while grieving. We explain in today’s Marietta Daily Journal. Read the Article
Robo-advisers Do Not Account for Variables Affecting Your Future
We explain why investing should be secondary to a financial plan in today’s Marietta Daily Journal. Read the Article
In the News: Your Financial Future After Divorce
When going through divorce, it’s important to understand that asset division decisions you make today can meaningfully affect your future. We explain in today’s Marietta Daily Journal. Read the Article