In the News: Dollar-cost averaging when you have a lump sum
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains why dollar-cost averaging is the better way to invest in the market—even if you have a lump sum of cash to invest.
In the News: Leaving Your IRA to a Non-Spouse Beneficiary
As seen in the Marietta Daily Journal, Bil Lako, CFP®, highlights highlight some tax-saving alternatives if you intend to leave your IRA to a non-spouse beneficiary.
In the News: What news moves the market? depends on who is doing the moving
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a deeper look at how the market decides on what news to react to, and why.
In the News: If a recession is ahead, what positions will benefit portfolios?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why some of the investment strategies that are working for investors right now seem substantially similar to strategies that should work in a recession.
In the News: Remote Workers May Face State Income Tax Conundrum
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why some remote workers could be paying income tax in two states if their employer is in a different state.
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.