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.
Henssler Financial’s Marathon Month Generates $1,500 for The Center for Family Resources
Henssler employees racked up 1,177 miles either walked, run, or cycled during “Marathon Month,” the firm’s third quarter fitness contest for employees. The better news is this will equal a $1,500 donation to The Center for Family Resources’ Thanks for Giving program.
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.