Liquid Investment Options for Your Emergency Reserves
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to position your investments so you should not have to sell stocks to cover liquidity needs when the market is falling.
In the News: Portfolio Allocation if a Recession is Around the Corner
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to position your investments so you should not have to sell stocks to cover liquidity needs when the market is falling.
In the News: Henssler Financial Experts Earn Exit Planning Designation
MARCH 2019. KENNESAW, Ga.— Henssler Financial is proud to announce that Managing Associate K.C. Smith, CFP®, and Research Analyst Nick Antonucci, CVA, have earned the Certified Exit Planning Advisor (CEPA) designation after completing The Exit Planning Institute’s intensive four-day executive MBA-style program. Smith and Antonucci join an elite group of business advisers who have received this designation and are a part of the Exit Planning Institute’s international community of CEPAs.
In the News: Dr. Gene Henssler Makes Barron’s Annual List
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 the News: Seniors Who No Longer Itemize May Benefit from Using QCDs
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…
Target-Date Funds May Not Fulfill Your Retirement Needs
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,…
In the News: Henssler Financial named a Top Workplace Achiever This Year by AJC
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…
In the News: Henssler Financial Welcomes Spring Internship Cohort
MARCH 2019. KENNESAW, Ga.— Eight bright interns joined Henssler Financial for our Spring Internship program across four departments.
In the News: Tax Diversification of Retirement Savings
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 the News: Are you in the crosshairs for an IRS audit?
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.…