“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.
In the News: Year-end financial moves you should make regardless of politics
In the Marietta Daily Journal, Bil Lako, CFP®, explains that as badly as you want to, you still can’t coast through the end of the year. There are financial moves that you should consider before you celebrate the end of 2020.
Year-End Financial Moves You Should Make Regardless of Politics
The “Money Talks” experts have a conversation on important financial moves investors and households can make before year-end—regardless of the political outcome.
In the News: ’Tis the season for giving
In the Marietta Daily Journal, Bil Lako, CFP®, explains that while giving comes from the heart, there are special tax advantages in 2020 for those making charitable donations. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to…
Proposed Equalizing of Tax Benefits for Retirement Plans
The “Money Talks” hosts discuss one of the tax proposals put forth by President-elect Biden and how it may affect retirement savings.
In the News: Asset allocation: Strategically planning with tactical moves
In the Marietta Daily Journal, Bil Lako, CFP®, explains your desire to make portfolio moves when you see potential changes on the horizon. Instead, he recommends a strategic bottom-up approach to your asset allocation. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented…
Asset Allocation: Strategically Planning with Tactical Moves
The “Money Talks” experts discuss why your asset allocation should be strategically planned rather than influenced by the controlling party of Congress or the Oval Office.
Henssler Financial Staff Feeds 65 Families for Thanksgiving Through The Center for Family Resources
Henssler Financial collected enough between food and monetary donations to fill 65 Family Food Boxes for The Center for Family Resources’ Thanks for Giving food drive.
In the News: Planning necessary to best manage a long-term care event
In the Marietta Daily Journal, Bil Lako, CFP®, discusses how a long-term care analysis in your financial plan can help determine the most efficient way to manage this potential cost. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed…
Planning Necessary to Best Manage a Long-Term Care Event
The Henssler Experts discuss long-term care insurance and how long-term health care planning is an essential part of the financial plan.