Closing a Retirement Income Gap
Getting close to retiring, but not sure your income will meet your needs? Read tips on how to close your income gap in this week’s Financial Tip.
Applying the Ten Year Rule to Your 401(k) Assets
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to apply the Henssler Ten Year Rule to your retirement assets if you have a majority or all of your money invested in your 401(k) plan.
Applying the Ten Year Rule to Your 401(k) Assets
The “Money Talks” experts delve into a situation common to many investors—having all their assets in a company-sponsored retirement plan. They discuss how investors in this situation can apply the Ten-Year Rule to their 401(k) assets when trying to plan for liquidity.
Living to 100 Means Adjusting Your Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses how some investors believe they’ll live well into their 100s. That longevity can fundamentally change your financial plan.
How Does Your Employer’s Retirement Plan Compare?
How does your plan compare to the most recent survey results from the Plan Sponsor Council of America? Find out in this week’s Financial Tip.
Living to 100 Means Adjusting Your Plan
This week on “Money Talks,” your hosts delve take a closer look at how an investor’s desire to be a centenarian affects their financial plan.
Quiz: Social Security Survivor Benefits
Did you know that Social Security may pay benefits to your eligible family members when you die, helping to make their financial life easier? Take the quiz in this week’s Financial Tip to learn more.
Portfolio Allocation When A Recession is Around the Corner
This week on “Money Talks,” your hosts look at a couple’s situation where they are five years from retirement and are concerned about the likelihood of a recession in the next three to five years. The experts discuss how the Ten Year Rule would work for them and how to position their investment portfolio.
There’s Still Time to Contribute to an IRA for 2018
You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2018 ($6,500 if you were age 50 or older on December 31, 2018). For most taxpayers, the contribution deadline for 2018 is April 15, 2019 (April 17 for taxpayers who live in Maine or Massachusetts) You can contribute…
Target-Date Funds May Not Fulfill Your Retirement Needs
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analyst Jacob Keen and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss an investor’s situation where she is fully invested in target-date funds outside of her 401(k).