In the News: Profitable Businesses have an Opportunity to Optimize Tax Situation for 2017
In today’s Marietta Daily Journal: Per Bil Lako, CFP®, small businesses can make moves to minimize their tax situation for 2017.
In the News: Small Businesses can Tailor a Retirement Plan to their Needs
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains what small-business owners need to consider when developing a retirement plan. Read the Article
Unwinding Quantitative Easing for the Average Investor
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how the Fed will reduce their balance sheet and the effect on the economy.
In the News: Mid-Year Reviews Allow Investors to Get Back on Track
In today’s Marietta Daily Journal, Bil Lako, CFP® says with current market conditions, now is a great time to rebalance your investments.
What to Do When You Outgrow Your Technology
Henssler Financial’s sophisticated technology needs were highlighted in an article on independent financial firms.
Controlling your wealth once you’ve passed
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how often the impetus behind creating trusts is to control how your assets are directed from beyond the grave.
In the News: Using Your Financial Plan to Determine Need for Long-Term Care Coverage
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how your financial plan can show the need for LTC coverage.
In the News: Is the market in a bubble?
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you might think the market is in a bubble and why it’s actually not.
In the News: Your Will, Your Wishes: Beneficiary Coordination a Must
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how important beneficiary designations are to passing your wealth.
In the News: Dollar Cost Averaging During Market Highs
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains dollar cost averaging money into a bull market.