Charitable Giving Using Life Insurance
The “Money Talks” experts discuss the various ways you can maximize your gift to charity using life insurance.
In the News: Follow The Money
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares a piece of advice that might help you avoid unfavorable financial situations.
Follow the Money
The “Money Talks” hosts discuss the situation of an investor who was working with a broker who put him in very speculative investments. They cover Dr. Gene’s rule of, “Follow the money,” as well as how we approach developing a financial plan.
Planning Considerations of Selling Your Business to Your Child
The Money Talks hosts explore the situation of a business owner who is looking to have his son take over his business so he may retire. The experts discuss the timeline for such a transaction, what planning issues need to be taken into account and how his options may need to change depending on how quickly he needs the money from the sale of his business.
In the News: Early pension benefits require careful planning
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses the options retiring employees have when receiving pension benefits. 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 cannot be guaranteed. The…
Pension Benefits Actually Require Careful Planning
The “Money Talks” experts team up to discuss the many variables that need to be considered when an investor is deciding how to receive pension payments.
In the News: The monetary challenge of combining established households
In today’s Marietta Daily Journal, Bil Lako, CFP®, explores the considerations when trying to combine households of two established investors. 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 cannot be…
The Monetary Challenge of Combining Established Households
As a single investor, you have full control of your finances. You have the ability to control both the saving and spending. Your decisions are your own. When you get married, your financial future becomes a joint responsibility—in theory. Money issues are often the No. 1 problem that couples argue about. When you’re young, combining…
The SECURE Act—Not All Bad News for Retirement Plans
In today’s Marietta Daily Journal, Bil Lako, CFP®, looks at some of the significant changes from the SECURE Act, which is being described as the biggest piece of legislation to affect retirement accounts since 2006.
The SECURE Act—Not All Bad News for Retirement Plans
The “Money Talks” experts take a deeper dive into the SECURE Act and how it affects businesses and individuals.