In the News: Allocating funds for 10-year liquidity in an uncertain environment
In the Marietta Daily Journal, Bil Lako, CFP®, tries to allay fears of moving money into fixed-income investment in a scary, uncertain environment.
In the News: “Simple” division of assets can create larger estate plan issues
In the Marietta Daily Journal, Bil Lako, CFP®, explains while you may think assets are of equal value, cost basis, tax treatment, and how assets are titled can make them unequal gifts to your heirs.
In the News: Year-end financial moves you should make regardless of politics
In the Marietta Daily Journal, Bil Lako, CFP®, explains that as badly as you want to, you still can’t coast through the end of the year. There are financial moves that you should consider before you celebrate the end of 2020.
In the News: ’Tis the season for giving
In the Marietta Daily Journal, Bil Lako, CFP®, explains that while giving comes from the heart, there are special tax advantages in 2020 for those making charitable donations. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to…
In the News: Asset allocation: Strategically planning with tactical moves
In the Marietta Daily Journal, Bil Lako, CFP®, explains your desire to make portfolio moves when you see potential changes on the horizon. Instead, he recommends a strategic bottom-up approach to your asset allocation. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented…
Henssler Financial Staff Feeds 65 Families for Thanksgiving Through The Center for Family Resources
Henssler Financial collected enough between food and monetary donations to fill 65 Family Food Boxes for The Center for Family Resources’ Thanks for Giving food drive.
In the News: Planning necessary to best manage a long-term care event
In the Marietta Daily Journal, Bil Lako, CFP®, discusses how a long-term care analysis in your financial plan can help determine the most efficient way to manage this potential cost. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed…
Henssler Financial’s Marathon Month Generates $1,500 for The Center for Family Resources
Henssler employees racked up 1,177 miles either walked, run, or cycled during “Marathon Month,” the firm’s third quarter fitness contest for employees. The better news is this will equal a $1,500 donation to The Center for Family Resources’ Thanks for Giving program.
In the News: Be careful with the disparity in real estate investments
In the Marietta Daily Journal, Bil Lako, CFP®, discusses the divide between beaten down retail real estate and the successful residential real estate markets.
In the News: Financial plan adjustments during a forced retirement
In the Marietta Daily Journal, Bil Lako, CFP®, explains how the life curveball of a forced retirement is not unique to our current environment. An employer may downsize or be sold, health could change, or you could lose career opportunities to younger employees.