OCTOBER 2020. KENNESAW, Ga.— Recognized for their outstanding service, seven financial professionals from Henssler Financial were named to the 2020 Atlanta Five Star Wealth Manager list by Five Star Professional. The list of winners published in the October 2020 issue of Atlanta Magazine. Gene W. Henssler, Ph.D., William G. Lako, Jr., CFP®; Jennifer J. Thomas,…
In the Marietta Daily Journal, Bil Lako, CFP®, recommends calculating your retirement withdrawals based on your liquidity needs, not your age or some other market factor.
In the Marietta Daily Journal, Bil Lako, CFP®, shares how it is nearly impossible to predict the outcome of the election, much less start making changes to your financial plan and investments in anticipation of an administration change. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler…
OCTOBER 2020, KENNESAW, Ga.— Henssler Financial ranks at No. 80 on CNBC’s Financial Adviser 100 list, published on Oct. 6, 2020. The list celebrates the advisory firms that offer a comprehensive service that helps clients navigate through their financial life. “It’s always wonderful to be recognized for your work,” said Dr. Gene Henssler, Ph.D., president…
In the Marietta Daily Journal, Bil Lako, CFP®, explains that the benefit of considering a Roth conversion during times like this is that investors can take high-quality holdings that have recently suffered and convert a significant amount of those positions to after-tax savings. Read the article here Disclosures: The investments referenced within this article may…
In the Marietta Daily Journal, Bil Lako, CFP®, takes a look at the differences that the presidential candidates have on tax laws. While politics might be red or blue, money is green. As taxes influence your bottom line, you should pay attention to the presidential tax platforms during an election year. Read the article here…
In the Marietta Daily Journal, Bil Lako, CFP®, explains how the bulk of the S&P’s recovery since the low in March has been generated by five stocks. What investors shouldn’t do is abandon a currently out-of-favor strategy for whatever is working right now—regardless of what type of stocks are in favor. Read the article here Disclosures: The…
SEPTEMBER 2020. 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. Published in the September 11-17, 2020 edition of the paper, advisory firms on the Financial Planning…
In the Marietta Daily Journal, Bil Lako, CFP®, explains that when working with a financial adviser you define your fundamentals in an Investment Policy Statement. This includes your target asset allocation, your investment strategy, and the circumstances in which changes can be made to your portfolio, which includes your sell strategy. Read the article here…
In the Marietta Daily Journal, Bil Lako, CFP®, explains how investors tend to grumble about low-interest-rate environments because we’re trained to think as savers. However, the reality is that there are beneficial moves investors can make to take advantage of low-interest rates. Read the article here Disclosures: The investments referenced within this article may currently…
