In the News: “Elder Orphans” Doesn’t Mean Dying Alone
In today’s Marietta Daily Journal, Bil Lako, CFP® explains some of your options if you have no adult children or close relatives to help care for you in your senior years.
“Elder Orphans” Doesn’t Mean Dying Alone
We discuss the trend of “elder orphans,” seniors who have no close relatives or children to care for them in their final years.
In the news: Key Employees are also the Key to a Successful Ownership Transition
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares both why and how you can keep key employees during an ownership transition of your business.
In the News: It Depends on Your Financial Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to begin developing your financial plan using the Ten Year Rule. 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…
It Depends on Your Financial Plan
We take a closer look at exactly what a financial plan is and how we go about tailoring a plan to a client’s specific situation.
The Win-Win Scenario of Restricted Stock Comes with Major Caveats
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the planning issues involved when you receive restricted stock as part of your compensation package.
The Win-Win Scenario of Restricted Stock Comes with Major Caveats
Restricted stock is a powerful part of compensation packages, tying your success to your company’s growth. Careful financial and tax planning can maximize the benefits and minimize the risks.
Not Every Fraud Attempt Comes with a Red Flag
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why financial fraud attempts are getting more sophisticated and what your and your adviser’s responsibilities are to prevent it.
Not Every Fraud Attempt Comes with a Red Flag
The “Money Talks” hosts discuss the responsibilities of both the investor and the adviser when it comes to security and fraud attempts.
Businesses May Qualify for Research and Development Tax Credits
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how businesses who are focusing on improving your processes to give them a competitive edge in the market place may benefit from the Research and Development Tax Credit. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial.…