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.
As seen in the Marietta Daily Journal, Bil Lako, CFP® explains that while the generation skipping tax falls under the generous estate exemption amounts, the SECURE Act made some significant changes should you want to leave your retirement accounts to anyone other than your spouse.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores your options for your Social Security benefits if you decide to unretire. You look at the big picture, and consider household income.
Published in the August 19 edition of the paper, Henssler Financial came in at No. 23 on the 2022 Money Managers list. The Atlanta Business Chronicle defines money managers as investment advisers that manage portfolios on a discretionary basis, and they consider individuals as well as institutions. Money managers are ranked by discretionary assets under management in Atlanta.
