As seen in the Marietta Daily Journal: Bil Lako, CFP®, takes a look at Retirement Literacy. With an average score of just 31% out of 100 on topics like inflation, Social Security, and investments, it’s clear that planning for retirement isn’t as simple as it seems.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how market downturns in your early retirement years can pose serious risks to your portfolio and how to mitigate this risk.
DECEMBER 2024. KENNESAW, Ga.— For the first time, Henssler Financial received an Honorable Mention in the Georgia Business Journal’s Best of Georgia Awards for 2024.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how thoughtful planning today can create opportunities for tomorrow. He explores how to make the most of your gifts for 2024, from maximizing tax exclusions to funding 529 Plans and retirement accounts.
DECEMBER 2024. KENNESAW, Ga.— The Atlanta Business Chronicle ranked Henssler Financial at No. 21 on their list of Atlanta’s Largest Financial Planning & Advisory Firms and at No. 23 on their Atlanta’s Largest Money Managers list for 2024.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, discusses Georgia’s unique tax credits that let you support meaningful causes like rural hospitals and law enforcement foundations—all while offsetting your state tax liability dollar-for-dollar.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains why understanding your retirement income needs is critical for a secure financial future, as Social Security is designed to cover only 40% of your pre-retirement income.
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.
