In the News: You can’t take it with you—but you can decide who gets it
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that if you think your assets will just “go to your family” if you pass away without a will, technically, they will, but not without confusion, court costs, and potential conflict.
You Can’t Take It With You—But You Can Decide Who Gets It
We sit down with estate planning attorney Christopher Reeves of Reeves Law, P.C. to break down the essentials of protecting and transferring wealth. From the core documents every estate plan needs — like wills and powers of attorney — to the differences between probate and non-probate assets, Chris explains it all in plain English.
In the News: Why emotional intelligence still beats artificial intelligence in financial planning
In this week’s Marietta Daily Journal, Bil Lako, CFP®, explains that financial industry isn’t immune to the wave of artificial intelligence. From robo-advisers to ChatGPT-powered financial advice, AI is evolving rapidly—but can it really replace human financial advisers?
Why Emotional Intelligence Still Beats Artificial Intelligence in Financial Planning
The “Henssler Money Talks” hosts examine the rise of artificial intelligence in the financial services industry. While AI could bring greater efficiency, it also introduces new risks related to privacy and cybersecurity. Could investors one day be onboarded by an adviser’s AI assistant? It’s possible—but the value of personal relationships and human guidance remains irreplaceable.
In the News: Safer on paper: Is Microsoft safer than Uncle Sam?
Moody’s just downgraded U.S. Treasury bonds. Is it the red flag it seems—or just more noise? Bil Lako, CFP®, dives into the nuances and what it means for investors in this week’s Marietta Daily Journal.
Safer on Paper: Is Microsoft Safer Than Uncle Sam?
Moody’s became the third major credit rating agency to downgrade the U.S. government’s debt rating. The cut comes just when global confidence in U.S. debt is wavering, and Congress is debating a tax bill that could further increase the national debt. We examine what this downgrade means and whether it reflects actual investment risk.
In the News: Electric utilities and AI: Tactical opportunity or market timing?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, considers how AI is transforming industries. As data centers power the future, utilities may see rising demand and revenue. Would investing in utilities be a tactical move or just market timing in disguise?
Electric Utilities and AI: Tactical Opportunity or Market Timing?
“Henssler Money Talks” hosts Nick Antonucci, CVA, CEPA, K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, consider how artificial intelligence is transforming industries—and if the electric utility sector is next. As data centers power the future, utilities may see rising demand and revenue. Would investing in utilities be a strategic move or just market timing in disguise?
In the News: Retirement with a road map: The role of a financial adviser
As seen in the Marietta Daily Journal: Bil Lako, CFP®, whether you want hands-off portfolio management or a comprehensive plan for your retirement lifestyle, guidance from a financial adviser is essential. Let’s take the guesswork out of your golden years.
Retirement with a Road Map: The Role of a Financial Adviser
We explore what it really means to work with a financial adviser in retirement, going beyond investments to examine every aspect of your financial life. From rolling over your 401(k) to building a personalized plan that aligns with your goals and risk capacity, it’s a deep dive that compares to a financial root canal—but one that can set you up for long-term confidence and clarity.