In the News: Consider capital gains harvesting—not just tax-loss selling
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how resetting cost basis and using the 0% capital gains bracket can strengthen your portfolio heading into the new year.
In the News: The market doesn’t tell the whole story—here’s why
As seen in the Marietta Daily Journal: Bil Lako, CFP® explains why your portfolio may show something different than “what’s going on in the market.” Get the breakdown on how the major market indices really work—and why they don’t tell the whole story.
In the News: The smart self-employed person’s guide to year-end planning
As seen in the Marietta Daily Journal: Bil Lako, CFP® offers advice to gig worker or solo business owner: Don’t leave money on the table. From home office rules to retirement savings powerhouses like the Solo 401(k), he breaks down the smartest year-end moves for your single-member LLC.
The Smart Self-Employed Person’s Guide to Year-End Planning
If you run a single-member LLC—or work for yourself in the gig economy—year-end tax planning is key. The “Henssler Money Talks” hosts break down what counts as income, what you can deduct, and strategies for funding a retirement plan before 2025 ends.
In the News: Your savings priority list: What to fund first—and why it matters
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains if every dollar is going into one type of account, you could be limiting your options later—especially when it comes to taxes and early withdrawals. He explains a general savings sequence for retirement savings.
Your Savings Priority List: What to Fund First—and Why It Matters
The “Henssler Money Talks” hosts explore the recommended “order to savings”—and why it’s not a one-size-fits-all formula. From employer retirement plans to Roth IRAs to taxable brokerage accounts, where you save first can depend on your goals, timeline, and tax picture. We break down the most common prioritization framework and help you think through the right path for your personal situation.
In the News: The real cost of holding on: Taxes vs. life goals
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how holding on to a home—or any investment—just to avoid taxes sometimes just isn’t worth it. Learn why your long-term goals can outweigh avoiding capital gains, even if it means paying a tax bill.
The Real Cost of Holding On: Taxes vs. Life Goals
The “Henssler Money Talks” hosts tackle how many Americans are trapped by their biggest asset: their homes. And not because of mortgage rates, but because of capital gains—a side effect of value appreciation—but it shouldn’t dictate your life decisions. We explore some planning options and how homeowners can weigh taxes against long-term goals, market risk, and lifestyle priorities when deciding whether to sell.
In the News: Your will, your way: Prevent family inheritance feuds
Picture this: The lawyer reads your Will… and suddenly the family fights over your prized possessions. In this week’s Marietta Daily Journal, Bil Lako, CFP® explains how to avoid turning your estate into a battlefield.
Your Will, Your Way: Prevent Family Inheritance Feuds
What happens when your children don’t get along, but they all stand to inherit? Estate planning attorney Kyle Rinaudo of Reeves Law PC joins the “Henssler Money Talks” hosts to discuss one of the most emotionally charged financial topics: how to structure your estate plan when family relationships are strained. We cover choosing a neutral executor and even when it may make sense to disinherit a child.