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.
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.