In the News: What comes next for the markets?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why it is tough to tell what comes next for our economy and how to invest in anticipation of the next economic move.
Henssler Financial Ranks Among the Largest Financial Advisory Firms and Money Managers and in Atlanta
SEPTEMBER 2021. KENNESAW, Ga.— Henssler Financial remains one of Atlanta’s largest independent financial advisory firms, earning a place on the Atlanta Business Chronicle’s lists of Atlanta’s 25 Largest Financial Planning & Advisory Firms and Atlanta’s 25 Largest Money Managers.
In the News: Monthly payments from the IRS—Advance child tax credit
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that if you’ve had a baby in 2021, that you can still get Advance Child Tax Credit payments.
In the News: Stock market and economy not as disconnected as they seem
As seen in the Marietta Daily Journal, Bil Lako, CFP® explains why you might be seeing a disconnect between a rallying stock market and a struggling economy.
In the News: Retirement liquidity: Bonds or dividends?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that saving for retirement only takes discipline. Spending retirement funds involves more variables, more flexibility and more emotions—especially when it comes to spending principal.
In the News: Roth IRA conversions seem straightforward, but devil in the details
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that while Roth conversions are a very useful strategy, whether it is a good decision for you is very dependent on your situation.
In the News: Is cash king? Depends on your needs
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that it is very likely that many investors are sitting on a lot of cash. He explains what to do with it.
In the News: No single solution to maximize inherited IRAs
This week in the Marietta Daily Journal, Bil Lako CFP®, explains that when it comes to inherited IRAs, the solution that works for your family is very dependent on your long-term goals for the money, how much is in the IRA, at what age the original IRA owner dies, and the tax situation of the beneficiaries.
In the News: Starting your financial journey over after a divorce
This week in the Marietta Daily Journal, Bil Lako, CFP®, explains even if divorce happens to you later in life, there is still time to recover and take control of your finances with the help of a trusted adviser. Read the article here. Disclosures: The investments referenced within this article may currently be traded by…
In the News: Engaging the uninterested spouse into family finances
This week in the Marietta Daily Journal, Bil Lako, CFP®, highlights that your spouse may not care about the beta of your retirement portfolio, but there is a very good chance that he or she is concerned about how much risk you’re taking with your financial future.