Meet the Experts: Peter Lynch
Henssler Associate Peter Lynch explains why we feel an investor’s allocation should be reflective of their liquidity needs rather than a formula.
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.