In the News: Good intentions aren’t enough: How to structure a charitable legacy
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that you can leave your assets to whomever you choose. But how you do it matters.
Pricing Isn’t About What You Charge – It’s About What Your Business Can Sustain
When margins feel thin and cash flow feels unpredictable, most business owners look to cut expenses or work harder. But often, the real issue isn’t workload — it’s pricing.
It’s Tax Time—Beware of Scams
From phishing emails and smishing texts to fake “refund” notices and IRS impersonation calls, identity thieves ramp up their efforts this time of year. One click on the wrong link can lead to fraudulent tax returns, stolen refunds, and long-term financial headaches that take years to resolve.
Good Intentions Aren’t Enough: How to Structure a Charitable Legacy
A “Henssler Money Talks” listener wants to create a trust to leave a legacy to his college fraternity but wonders how to structure annual 10% distributions without trustee fees eating up the gift. We explore the tradeoffs between giving vehicles and why the fraternity’s tax status could significantly shape the strategy.
In the News: Have markets become the ‘safe’ asset?
“Safer in stocks than in a house.” That’s how one Gen Z investor sees it. In the Marietta Daily Journal, Bil Lako, CFP® explains how every generation defines risk differently — shaped by the crashes, bubbles, and recoveries they experienced early on.
Infographic: Where Inflation Has Hit the Hardest, 2000-2025
Affordability for key essentials remains a sticky issue in the United States. This graphic shows the cumulative rate of inflation across key goods and services in the U.S. between 2000 and September 2025. Items with the highest inflation Hospital services have consistently outpaced inflation over the past several decades, with costs rising a stunning 275% […]
Supreme Court Rules Against Emergency Tariffs and Administration Responds
The Supreme Court ruled 6–3 that tariffs imposed under IEEPA were unlawful. What does that mean for businesses, refunds, and what could come next? We break down the decision, the administration’s response, and practical considerations
Have Markets Become the ‘Safe’ Asset
In a recent Wall Street Journal article, “Gen Z, Locked Out of Home Buying, Puts Its Money in the Market,” a 23-year-old renter said she feels her money is safer in the stock market than in a house. To borrow a Gen Z phrase, we were a little “shook.” But it led us to ask […]
In the News: $650+ billion on AI: Strategic investment or excess?
As seen in the Marietta Daily Journal: $650+ billion. That’s how much four mega-cap tech companies plan to invest in AI. Bil Lako, CFP®, walks through the opportunities and the risks for investors.
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
Could you be missing an opportunity to supercharge your Roth savings? While Roth IRA contributions are limited—and phased out at higher income levels—some employer plans allow after-tax contributions and in-service withdrawals, opening the door to a strategy known as the mega backdoor Roth.