When Loyalty and Legacy Create Portfolio Risk
The “Henssler Money Talks” hosts explore why investors so often fall in love with certain companies—and how nostalgia, personal experience, and compelling stories can quietly override sound investment discipline. They discuss the real risks of concentrated single-stock positions, why familiarity frequently feels safer than it truly is, and why long-term investing success often requires behavior that runs counter to human instinct.
In the News: Is front-loading your 401(k) a smart move—or a cash-flow trap?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that just because you can front-load your 401(k) doesn’t always mean you should. The right strategy balances long-term investing with real-life cash needs.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Groundhog Day isn’t just a movie—it can describe our money habits, too. A financial wellness checkup can help you spot patterns, reset priorities, and make meaningful changes while there’s still time this year.
This Is the Best Time to Fix Your QuickBooks File — Here’s Why
The new year doesn’t magically clean up your books. If last year’s QuickBooks issues aren’t fixed now, they follow you straight into tax season. A January–February cleanup can save time, reduce fees, and give you clearer numbers for better decisions all year long.
Is Front-Loading Your 401(k) a Smart Move—or a Cash-Flow Trap?
Front-loading retirement contributions can feel like a smart move—especially in volatile markets. But is it always the best strategy? The “Henssler Money Talks” hosts walk through when front-loading can help, when it can hurt, and why discipline and cash-flow planning matter just as much as time in the market.
In the News: Reacting to headlines or investing with purpose?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how market headlines come and go, but a thoughtful investment process endures. He addresses how a disciplined, long-term approach focuses on fundamentals, risk, and strategy—not short-term noise.
Q&A on RMDs: Rules, Timing, and Tax Impact
Once you reach a certain age, the IRS requires withdrawals from traditional IRAs and employer retirement plans, and those distributions can have real tax consequences.
2026 Annual Limits Relating to Financial Planning
Stay ahead in 2026 with our Annual Financial Planning Limits Guide—your go-to reference for the key numbers that shape smart financial decisions throughout the year.
Reacting to Headlines or Investing With Purpose?
A timely listener question also sparked a deeper discussion about how we evaluate market-moving headlines—and why news alone doesn’t automatically trigger changes to a well-constructed portfolio. The “Henssler Money Talks” hosts walk through the critical distinction between short-term trading and long-term investing. We explain how Henssler evaluates stocks using multi-point criteria and in-depth fundamental analysis, and why that approach aligns with our long-term financial planning philosophy, the Henssler Ten Year Rule.
Henssler Financial Recognized Among Atlanta’s Largest Money Managers and Advisory Firms
Henssler Financial ranked No. 21 on the Atlanta Business Chronicle’s online list of Atlanta’s Largest Money Managers and No. 24 on its online list of Atlanta’s Largest Financial Planning and Advisory Firms.