In the News: Market performance and portfolio construction
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.
In the News: Charitable Giving After Tax Reform
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 the News: Taking Social Security Benefits and Preserving More of Your Portfolio
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.
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.
In the News: Work Smarter, not Harder: Investing to Grow Today’s Money for the Future
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.
Five Experts from Henssler Financial Named to Atlanta’s Five Star Wealth Manager List
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®;…
In the News: Liquidity Needs that Don’t End at Death
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.
In the News: IRS proposes regulations to limit charitable organizations that provide a state tax credit
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.
Henssler Remains a Top Money Manager and Financial Advisory Firm in Atlanta
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 the News: Planning Becomes A Different Priority 10 Years Prior to Retirement
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that investors need to plan for retirement withdrawals about 10 years prior to retirement.