In the News: How Much to Save to a 401(k)
We explain that while getting the employer match is important, that should really be the bare minimum you save.
We explain that while getting the employer match is important, that should really be the bare minimum you save.
Bil Lako, CFP®, explains that while a 401(k) is a solid start for retirement, investing doesn’t end there. you may also want to save for other goals, so you still need to understand what you’re doing.
OCTOBER 2018. KENNESAW, Ga.— Honored for their outstanding service, five associates from Henssler Financial were named to the 2018 Five Star Wealth Manager list for Atlanta by Five Star Professional. The list of winners published in the October 2018 issue of Atlanta Magazine. William G. Lako, Jr., CFP®; Jennifer J. Thomas, CFP®; James Barker, CWS®;…
Death can be expensive. Bil Lako, CFP®, explains why you need to plan for liquidity in your estate, especially if there are illiquid assets you intend your heirs to keep.
The IRS’ proposed regulations primarily target new and existing programs, specifically in instances when a taxpayer makes a payment or transfers property to or for the use of a nonprofit entity and the taxpayer receives, or expects to receive, a state or local tax credit in return for such payment.
SEPTEMBER 2018. 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 Top 25 Financial Planning & Advisory Firms and Atlanta’s 25 Top Money Managers. Published in the September 14th edition of the paper, advisory firms on the list are ranked…
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that investors need to plan for retirement withdrawals about 10 years prior to retirement.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that while you can borrow from your retirement accounts for a first-home purchase, it’s not the best idea
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you probably shouldn’t compare your portfolio’s performance to the S&P 500 Index. 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. The investments referenced within this article may currently…
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that despite sweeping tax reform, there are still tax advantages to homeownership.