In the News: If high quality companies are on sale, why aren’t investors buying?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why investors need to shift their mindset and see the down market as an opportunity.
In the News: Gifting while living—seeing loved ones benefit
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.
In the News: How much should you rely on social security for your retirement?
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.
In the News: Laddering your bond portfolio to protect your 10-year money
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.
Six Experts from Henssler Financial Named to Atlanta’s Five Star Wealth Manager List
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.
In the News: Protection against a disability derailing your plan
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.
In the News: Alternative investments: enhanced risk with potential for enhanced rewards
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.
In the News: Following the Ten Year Rule when Retiring in a Down Market
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investors can weather a recession during retirement.
In the News: Deviating from an Adviser’s Recommendations
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.
In the News: Leaving your job? don’t forget to take your 401(k)
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.