In the News: Is it possible to recession-proof your portfolio?
In today’s Marietta Daily Journal, Bil Lako, CFP®, answers the question, “Given the current market, it is possible to “recession-proof” your portfolio?”
In the News: Term life insurance: Replacement may be easier than expected
Term life insurance: Replacement may be easier than expected.
In the News: Tactical year-end financial moves to help improve your financial situation
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 the News: Year-end tax planning much more crucial after tax reform
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 the News: Donor-Advised Funds: Impactful Giving the Easy Way
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.
Henssler Collects More than 2,600 Food Items for CFR Thanks for Giving Food Drive
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…
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.