In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that when small-business owners want to retire, it is not quite as easy as letting your boss know you will be leaving at the end of July. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on…
In today’s Marietta Daily Journal, Bil Lako, CFP®, answers the question, “Given the current market, it is possible to “recession-proof” your portfolio?”
Term life insurance: Replacement may be easier than expected.
Bil Lako, CFP®, explains that if you own stocks or mutual funds, there are some moves at year-end that might help your financial situation.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why your year-end tax planning is going to take a little longer this year.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how easy it is for the charitably inclined to establish their own donor-advised fund to increase the impact of their giving.
NOVEMBER 2018. KENNESAW, Ga.— In a department vs. department competition, Henssler Financial’s employees participated in a food drive that benefited the Center for Family Resources’ annual Thanks for Giving campaign. The staff donated more than 2,600 food items, including canned vegetables, corn bread, gravy, beans, soups, pasta, and pumpkin pie filling. The firm also donated…
How does one account for market return when building a portfolio? Bil Lako, CFP® says ask yourself, “What is your overall tolerance for risk?” and then build the portfolio from there.
Bil Lako, CFP®, explains that when people care about a cause, they donate regardless of the potential tax benefit. But, people still ask about charitable tax deductions because they want to know how to make the most of their finances.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how delaying Social Security benefits often isn’t the best strategy if you are withdrawing from your retirement accounts to cover spending.
