In the News: Be careful with the disparity in real estate investments
In the Marietta Daily Journal, Bil Lako, CFP®, discusses the divide between beaten down retail real estate and the successful residential real estate markets.
In the News: Financial plan adjustments during a forced retirement
In the Marietta Daily Journal, Bil Lako, CFP®, explains how the life curveball of a forced retirement is not unique to our current environment. An employer may downsize or be sold, health could change, or you could lose career opportunities to younger employees.
Seven Experts from Henssler Financial Named to Atlanta’s Five Star Wealth Manager List
OCTOBER 2020. KENNESAW, Ga.— Recognized for their outstanding service, seven financial professionals from Henssler Financial were named to the 2020 Atlanta Five Star Wealth Manager list by Five Star Professional. The list of winners published in the October 2020 issue of Atlanta Magazine. Gene W. Henssler, Ph.D., William G. Lako, Jr., CFP®; Jennifer J. Thomas,…
Financial Plan Adjustments During a Forced Retirement
The Money Talks” hosts provide planning advice for a couple where COVID-19 layoffs forced one spouse into early retirement. While they can make it work on one salary, they have realized her retirement might last 30 years.
In the News: Determining your retirement withdrawal rate
In the Marietta Daily Journal, Bil Lako, CFP®, recommends calculating your retirement withdrawals based on your liquidity needs, not your age or some other market factor.
Determining Your Retirement Withdrawal Rate
The “Money Talks” experts team up to help a couple understand what a safe withdrawal rate would be for their retirement assets. They look into different methods to calculate one and then explain the Henssler way of planning for liquidity and withdrawals in retirement.
In the News: Still too early to make moves in anticipation of higher taxes
In the Marietta Daily Journal, Bil Lako, CFP®, shares how it is nearly impossible to predict the outcome of the election, much less start making changes to your financial plan and investments in anticipation of an administration change. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler…
Still Too Early to Make Moves in Anticipation of Higher Taxes
The “Money Talks” expert address a common investor concern on what moves to make in anticipation of higher taxes should Biden win the November election.
In the News: Retirement holdings down significantly? Consider a Roth conversion
In the Marietta Daily Journal, Bil Lako, CFP®, explains that the benefit of considering a Roth conversion during times like this is that investors can take high-quality holdings that have recently suffered and convert a significant amount of those positions to after-tax savings. Read the article here Disclosures: The investments referenced within this article may…
Retirement Holdings Down Significantly? Consider a Roth Conversion
With the vast disparity in sector performance, the “Money Talks” financial experts discuss converting depressed holdings into a Roth IRA.