In the News: Making the most of your gift cards
Received a gift card during the holidays? Bil Lako, CFP®, explains how to make the most of your gift in a Marietta Daily Journal article. Read Article
Q&A Time: Fixed-Income Clarification, Portfolio Adjustment for Retirement and Economic Growth
The “Money Talks” hosts answer listener’s questions on economic growth and shifting a portfolio toward income investments in preparation for retirement.
Understanding Your Payroll Check Stub
Your paycheck stub often contains a wealth of information that can help you plan your budget and calculate tax projections. Occasionally, employers will also include personnel information, such as, vacation or sick leave. For more information on the information contained on your payroll stub, read this C.P.A. Insight.
Evaluating Risk in Your Portfolio
While you may judge your portfolio on its return, don’t neglect to consider the risk incurred in obtaining those returns. Read this week’s Financial Tip for more.
Q&A Time: Europe Contagion, Recession and Income Portfolios
The “Money Talks” hosts address listeners’ questions about Europe’s problems affecting our markets, recession worries and our income portfolios.
Could You Handle a Financial Windfall?
Sometimes planning for the unexpected isn’t always a dire situation. Could you handle a financial windfall? Read this Financial Tip for more.
Finding Happiness in Income
The “Money Talks” hosts discuss Henssler Financial’s Ten Year Rule, and how following it can make you feel better about investing during a roller coaster market.
Sometimes the Active Portfolio Decision is to Do Nothing
Bil Lako, CFP®, explains how sometimes investors are not paying attention to the decisions that are being made.
Q&A Time: Muni Bond Defaults and Portfolio Diversification
The “Money Talks” hosts field investment questions on municipal bonds and portfolio diversification.
Q&A Time: Bond Ratings Affecting Money Market Funds
We explain how money market funds likely will not be affected by a downgrade on U.S. Treasuries.