In the Marietta Daily Journal, Bil Lako, CFP®, explains why Substantially Equal Periodic Payments plans are very circumstantial and require a very specific set of variables to work for an investor’s situation. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled…
The “Money Talks” experts take a look at a unique situation where an investor is considering modifying his substantially equal periodic payment plan. They look at the rules behind the only allowed change and why he may not want to make the modification.
The financial Experts look at a common client situation where each spouse has different dreams about what retirement looks like. They discuss how important it is to have the retirement discussion early on when you’re in the saving phase.
In the Marietta Daily Journal, Bil Lako, CFP®, takes a close look at second-quarter GDP and how the economy looks going forward. 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 be reliable and current, but accuracy…
In the Marietta Daily Journal, Bil Lako, CFP®, explains how the long-term care insurance marketplace has easily adapted to the “new normal.” 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 be reliable and current, but accuracy…
The “Money Talks” experts take an in-depth look at the changes that have been happening in the long-term care insurance market.
In the Marietta Daily Journal, Bil Lako, CFP®, explains how 2020 provides a unique opportunity to take what would have been a 2020 RMD and roll it into a Roth IRA. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from…
The Henssler Research Analysts explore portfolio construction and how paying attention to the fundamentals—a variety of factors that we believe influence a stock’s performance—can help your portfolio over the long term.
In the Marietta Daily Journal, Bil Lako, CFP®, explains the IRS’ latest move to help investors repay their unwanted 2020 RMDs.
Many investors have similar questions–should we sell now? How do I position my portfolio for a potential presidential administration change? Why is the market so good if the economic news is so bad? We tackle these questions and explain why they can all be answered with our Ten Year Rule.
