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.
In the News: Reverse Mortgages and Their Possible Effect on Long-Term Care
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a reverse mortgage can affect your long-term care options.
In the News: Is Paying Off Your Mortgage Really the Best Advice?
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why you may not want to make extra mortgage payments with your money.
In the News: Special Tax Strategy for Company Stock Could Save Significant Tax Dollars
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains a tax-saving tip for highly appreciated company stock in your 401(k).
In the News: Getting Culinary Schooled by Mom
John Dickson, C.P.A., CVA, confirms that no matter how good your business idea, you still need a solid financial plan.