MARCH 2019. KENNESAW, Ga.— Gene W. Henssler, Ph.D., was recognized by Barron’s Magazine “Top 1,200 Financial Advisors.” Barron’s published their annual state-by-state listing of financial advisors in the March 11, 2019 issue. “There are a lot of big names from big firms on this list,” said Henssler. “For an independent local firm to make a…
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how a qualified charitable distribution can provide a significant savings over giving to charity after tax, as charitable deductions are “below the line” deductions. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a…
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how target-date funds may work for a younger investor who has no intention of allocating their 401(k) contributions, they don’t often work for someone approaching retirement. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments,…
MARCH 2019. KENNESAW, Ga.— Henssler Financial has been named a Top Workplace Achiever by The Atlanta Journal Constitution in their 2019 Top Workplaces Awards. The Top Workplaces lists are based solely on the results of an employee feedback survey administered by Energage, a Philadelphia-based employee research and consulting firm. Roughly 255 metro Atlanta companies agreed…
MARCH 2019. KENNESAW, Ga.— Eight bright interns joined Henssler Financial for our Spring Internship program across four departments.
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares his thoughts on the tax diversification of your retirement funds. Should you be saving all to your 401(k)? What if you want to retire early and access your retirement funds sooner? Read the Article This article is for demonstrative and academic purposes and is meant to…
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that tax “audit triggers” are just actions that occur in your everyday life and in the course of doing business. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy.…
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that for business owners, exiting a small business is a complicated process and one that should be planned for years in advance, not just in the short time leading up to retirement. Read the Article This article is for demonstrative and academic purposes and is meant to…
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how the Federal Reserve’s monetary policy, the U.S. government shutdown, and the ongoing trade war with China are affecting our economy. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to…
Is your debt-to-income ratio out of control? In today’s Marietta Daily Journal Bil Lako, CFP®, explains where you want to be and provides tips on how to lower that ratio. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to…
