As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how a financial adviser should be taking the time before investors retire to discuss the spending stage of retirement.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that both donor-advised funds and family foundations can exist in perpetuity long after the establishing donor dies creating a legacy of charitable giving.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how complicated it is to tap a retirement account before age 59 ½; however, it can be done if you have enough money.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that, inflation is a critical variable in financial plans for retirees living on a fixed income. He explains how to plan for this unknown.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that one of the biggest risks for any investor is selling assets to generate cash for living expenses when the market is down and how to mitigate this risk.
OCTOBER 2021. KENNESAW, Ga.— Recognized for their outstanding service, seven financial professionals from Henssler Financial were named to the 2021 Atlanta Five Star Wealth Manager list by Five Star Professional. The list of winners published in the October 2021 issue of Atlanta Magazine.
OCTOBER 2021, KENNESAW, Ga.— Henssler Financial ranks at No. 64 on CNBC’s 2021 Financial Adviser 100 list, published on Oct. 6, 2021. The list celebrates the advisory firms that play a major role in helping clients grow and protect their wealth. The CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how some life insurance policies are being sold to private-equity firms. This means policyholders should review their existing polices with a trusted agent.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investors can manage their risk by having a financial plan in retirement.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how some senior investors may be in a vulnerable position for financial abuse, and what can be done to protect family wealth.
