As seen in this week’s Marietta Daily Journal, Bil Lako, CFP® explains year-end strategic steps to consider based on your unique financial situation, including managing RMDs to tax-loss harvesting, charitable giving, and Roth conversions.
For the fourth consecutive year, Henssler Financial has been included on CNBC’s Financial Adviser 100 list, published on Oct. 2, 2024. CNBC’s annual list recognizes those advisory firms that best help clients navigate their financial lives.
As seen in the Marietta Daily Journal: Bil Lako, CFP® explains how the role of executor is more than just handing out inheritances—it’s about managing details, navigating probate, and honoring wishes.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores two charitable vehicles—donor advised funds and family foundations—that can allow families to turn annual giving into a philanthropic legacy.
Honored for their outstanding service, seven associates from Henssler Financial were named to the 2024 Five Star Wealth Manager list for Atlanta by Five Star Professional. The list of winners was published in the October 2024 issue of Atlanta Magazine.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why your 40s and 50s are the perfect time to reassess your goals and catch up on retirement savings. Learn why a review is key to optimizing your strategy for the future.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains the big changes that are coming to your retirement plans in 2025! From increased 401(k) catch-up contributions to new automatic enrollment rules, the SECURE 2.0 Act is set to impact how you save for the future.
Henssler Financial is pleased to announce the promotions of Nick Antonucci, CVA, CEPA, to Director of Research, and Jacob Keen, CFA, to Director of Investments. Both bring a wealth of experience and leadership to their new roles, further strengthening the firm’s commitment to delivering top-tier financial insights and investment strategies.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how one investor needed to take control of her retirement accounts after a big life change. From updating beneficiaries to avoiding penalties, there’s a lot to consider!
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that with there are many factors in the near future that could impact your financial picture. While we can’t predict new laws, now is the time to review your estate plans and consider gifting strategies.
