In the News: In What Order Should an Investor Tap His Funds?
In the Marietta Daily Journal, Bil Lako, CFP®, explains what order you should look to tap your investments when you finally shift from saving to spending.
In What Order Should an Investor Tap His Funds?
The “Money Talks,” hosts discuss a listener’s decision to begin withdrawing the funds he has saved and grown over the last 30 years. They cover which accounts to tap first, how to control his tax situation, and the importance of having a financial plan.
In the News: Pandemic lessons can lead to better financial habits
In the Marietta Daily Journal, Bil Lako, CFP®, explains that while 2020 was a financially difficult year for many individuals, 2021 may offer opportunities to learn from our financial missteps.
Pandemic Lessons Can Lead to Better Financial Habits
2020 was a difficult year financially for many people. Hopefully, 2021 will provide an opportunity to right the wrong financial moves made last year.
Allocating Funds for 10-Year Liquidity in an Uncertain Environment
The Henssler Financial Experts explore the situation of a couple who are 10 years from retirement and are concerned about buying fixed income investments in a low interest rate environment.
$900 Billion Relief Package Targets Individuals and Businesses
The Henssler Experts take a closer look at the Consolidated Appropriations Act of 2021, which included $900 billion in additional COVID-19 stimulus.
Economic Growth Tempered by Inflation
The Henssler Research Analysts discuss how the market ended 2020 and what they expect for 2021. They discuss sector performance, the difference between growth and value stocks, and inflation.
Designing and Managing an Investment Portfolio
The “Money Talks” Experts look at an investor who has a healthy risk tolerance and wants to take advantage of the economic environment going into 2021. He wants to allocate a portion of his portfolio to tactical positions.
In the News: “Simple” division of assets can create larger estate plan issues
In the Marietta Daily Journal, Bil Lako, CFP®, explains while you may think assets are of equal value, cost basis, tax treatment, and how assets are titled can make them unequal gifts to your heirs.
“Simple” Division of Assets Can Create Larger Estate Plan Issues
The “Money Talks” hosts explore a client situation of a multigenerational home and the complicated estate plan they created where an “equal” division of assets may not be equitable.