In the News: Good intentions aren’t enough: How to structure a charitable legacy
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that you can leave your assets to whomever you choose. But how you do it matters.
In the News: Have markets become the ‘safe’ asset?
“Safer in stocks than in a house.” That’s how one Gen Z investor sees it. In the Marietta Daily Journal, Bil Lako, CFP® explains how every generation defines risk differently — shaped by the crashes, bubbles, and recoveries they experienced early on.
In the News: $650+ billion on AI: Strategic investment or excess?
As seen in the Marietta Daily Journal: $650+ billion. That’s how much four mega-cap tech companies plan to invest in AI. Bil Lako, CFP®, walks through the opportunities and the risks for investors.
In the News: When the unexpected happens, insurance can help protect what you’ve built
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how insurance accounts for more in household budgets than people realize. Insurance isn’t about expecting the worst—it’s about protecting your financial future when it matters most.
In the News: When loyalty and legacy create portfolio risk
As seen in the Marietta Daily Journal, Bil Lako, CFP? explains it’s not that your favorite stock is bad—it might just be too much of your portfolio. When one company dominates your portfolio, it can increase risk in ways investors often overlook.
In the News: Is front-loading your 401(k) a smart move—or a cash-flow trap?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that just because you can front-load your 401(k) doesn’t always mean you should. The right strategy balances long-term investing with real-life cash needs.
In the News: Reacting to headlines or investing with purpose?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how market headlines come and go, but a thoughtful investment process endures. He addresses how a disciplined, long-term approach focuses on fundamentals, risk, and strategy—not short-term noise.
Henssler Financial Recognized Among Atlanta’s Largest Money Managers and Advisory Firms
Henssler Financial ranked No. 21 on the Atlanta Business Chronicle’s online list of Atlanta’s Largest Money Managers and No. 24 on its online list of Atlanta’s Largest Financial Planning and Advisory Firms.
In the News: Divorce decisions can create long-term financial consequences
As seen in the Marietta Daily Journal, Bil Lako, CFP, explains how the financial choices made during a divorce can shape what comes next. From asset division to tax and cash-flow considerations, careful planning matters.
In the News: Laying the financial groundwork for a growing family
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains when your family grows, your financial plan needs to grow with it. Some of the most important decisions new parents face aren’t urgent—but they are essential.