In the News: Bond investing during rising interest rates
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a look at bond investing during a period of rising interest rates.
In the News: Taxes and custody—when a minor inherits an IRA
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.
In the News: Unretiring and the Social Security dilemma
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.
Henssler Financial Named to Atlanta’s Top 25 Largest Money Managers List
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.
In the News: Retirement distributions: taking the tax sting out of RMDs
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that delaying any retirement plan withdrawals until you absolutely must can create undesirable tax consequences.
In the News: Pieces of the college planning puzzle
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains its best to save early and often for your children’s education. He looks at some of the most popular ways to save.
In the News: All Your Eggs in One Basket: Concentrated Stock Positions
As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights the problems investors have with a concentrated stock position and provides possible solutions to reduce the concentration.
In the News: Fixed-income: preserve principal not maximize returns
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that 9.1% inflation is not normal nor will it likely be like this long term, and it will ultimately benefit companies’ revenue streams. Therefore, stocks are one of the best hedges against inflation.
In the News: With high inflation and volatility, do annuities make sense?
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that while annuities are gaining traction as interest rates continue to rise, insurers do not have access to anything different than what is readily available in the market for all investors.
In the News: With many tax provisions sunsetting in 2022, planning still required
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains 2022’s major tax changes to the Child Tax Credit, 1099-ks from third-party settlement organizations, and many others you need to be aware of this year.