In the News: Retirement planning: Managing market risks and ensuring financial stability
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how market downturns in your early retirement years can pose serious risks to your portfolio and how to mitigate this risk.
Retirement Planning: Managing Market Risks and Ensuring Financial Stability
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, to explore sequence risk and the long-term effects of retiring in a down market. Jarrett and K.C. unpacked how the Henssler Ten Year Rule nearly eliminates this risk.
In the News: Gifting with purpose: Maximize the impact of your gifts
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how thoughtful planning today can create opportunities for tomorrow. He explores how to make the most of your gifts for 2024, from maximizing tax exclusions to funding 529 Plans and retirement accounts.
In the News: Turn your tax liability into community support with tax credits
As seen in the Marietta Daily Journal: Bil Lako, CFP®, discusses Georgia’s unique tax credits that let you support meaningful causes like rural hospitals and law enforcement foundations—all while offsetting your state tax liability dollar-for-dollar.
Gifting with Purpose: Maximize the Impact of Your Gifts
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth.
In the News: Protected income and sustainable retirement spending
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains why understanding your retirement income needs is critical for a secure financial future, as Social Security is designed to cover only 40% of your pre-retirement income.
Protected Income and Sustainable Retirement Spending
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss investors’ fears regarding income planning during retirement. They explain how Henssler Financial determines how retirees should tap their savings for spending purposes.
In the News: Close out 2024 with these key financial actions
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP® explains year-end strategic steps to consider based on your unique financial situation, including managing RMDs to tax-loss harvesting, charitable giving, and Roth conversions.
Close Out 2024 with These Key Financial Actions
The “Henssler Money Talks” hosts join forces to discuss key financial and tax year-end moves that investors should consider to finish 2024 on the right foot.
In the News: Beyond inheritance: The executor’s essential role in settling an estate
As seen in the Marietta Daily Journal: Bil Lako, CFP® explains how the role of executor is more than just handing out inheritances—it’s about managing details, navigating probate, and honoring wishes.