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.
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.