Our experts explore a listener’s dilemma on timing his 401(k) contributions and whether he should pay off his mortgage before retirement, discussing the decisions from both a financial and emotional standpoint.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how fixed-income investments work with your investment strategy.
Our experts discuss a case study about a couple who is trying to work Social Security benefits into their Ten Year Rule investment strategy.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why your portfolio should match your willingness and ability to take risks. Read the Article
Our experts discuss risk and the jargon that comes with investing.
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses the relationship between time horizon and asset allocation. Read the Article
Our experts delve into a case study of a couple who are dissatisfied with their current investment policy statement and asset allocation.
Our experts discuss a case study centered on a newly divorced mother who now needs to re-evaluate her financial priorities now that she is a single-income family.
After a volatile week of trading in the markets, the “Money Talks” experts discuss whether the current market action is merely a market correction or a sign of something more to come. They also discuss why investors want to sell in these conditions.
With age comes wisdom, except when it comes to money. We explain pitfalls at every age in this week’s Financial Tip.
