As seen in the Marietta Daily Journal, Bil Lako, CFP®, shares how he helped a couple coordinate a gifting plan benefitting their family without incurring any unpleasant tax consequences or creating a hardship situation for the recipient.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, that if you’re uncomfortable with your level of dependency on Social Security that may or may not be there when you retire, that’s an indication to make a change, in how much you save today or to your retirement lifestyle.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that with money you’re earmarking for your retirement spending needs, the goal is protection from the volatility of the stock market—not to maximize return.
OCTOBER 2022. KENNESAW, Ga.— Recognized for their outstanding service, six financial professionals from Henssler Financial were named to the 2022 Atlanta Five Star Wealth Manager list by Five Star Professional. The list of winners was published in the October 2022 issue of Atlanta Magazine. Award winners are also listed on the Five Star Professional website for the duration of their award year.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why you shouldn’t count on Workers’ Comp or Social Security for a disability. You have to protect your earning power.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how for accredited investors, there are instances where he finds value in alternative assets like hedge funds, private equity, and private credit.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investors can weather a recession during retirement.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that in managing your portfolio your adviser may make decisions that incur taxes or create losses. You must trust that your adviser is considering all options when recommending changes.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why his default recommendation is almost always to roll your 401(k) to your new employer’s plan.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a look at bond investing during a period of rising interest rates.
