In the News: With multiple accounts, there is plenty of room for RMD errors
As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights some common mistakes investors make when it comes to required minimum distributions.
In the News: It’s ill-advised to count on an inheritance to fund your retirement
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how all inheritances are not equal, so banking on such a windfall to fund your retirement is generally a bad idea.
In the News: Tax law changes escape infrastructure act, but remain in Build Back Better bill
As seen in the Marietta Daily Journal, Bil Lako, CFP®, covers the tax changes in the Nov. 5 Infrastructure Investment and Jobs Act, and what may be included in the Build Back Better bill.
In the News: Spending in retirement—it’s what you’ve been saving for
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.
In the News: Establishing a legacy of giving through donor-advised funds and family foundations
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.
In the News: Tapping a retirement account early and avoiding early withdrawal penalties
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.
In the News: Inflation, cash flow projections, and retirement spending
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.
In the News: Mitigating sequence risk with the ten year rule
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.
Seven Experts from Henssler Financial Named to Atlanta’s 2021 Five Star Wealth Manager List
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.
In the News: Henssler Financial Places on CNBC Financial Advisor 100 List for Second Year
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.