Personal Liability Insurance: Protecting What You Have and What You Will Earn
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you can protect your assets from risks you incur in your everyday life. Read the Article
Following Generalized Investment Guidelines Means Missing Out on Tailoring Decisions to Your Circumstances
In today’s Marietta Daily Journal: Investors who rely on industry standards miss out on advice tailored to their circumstances. Read the Article
In the News: Keeping politics out of your portfolio
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why who the president of the United States is has little to do with the performance of your portfolio.
Avoiding RMDs: Work Forever or Give It All Away
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains you can delay paying taxes but you can’t avoid them altogether. Read the Article
‘Sell in May and Go Away’ and Other Investment Adages
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you can’t invest by following rhyming couplets. Read the Article
Making Smart Decisions When Investing in a College Education
Today’s Marietta Daily Journal: Bil Lako, CFP® discusses Georgia’s HOPE scholarship and other ways to keep college costs in check. Read the Article
Henssler Financial Promotes McKenzie to Senior Associate
Henssler Financial is proud to announce that Jarrett McKenzie, CFP®, CWS®, has been promoted to Senior Associate after demonstrating remarkable initiative in providing individualized attention to clients using a hands-on approach to financial management.
Banking on an Illiquid Asset to Fund a Future Financial Goal
In today’s Marietta Daily Journal, Bil Lako, CFP® explains your options when you have your future tied up in an illiquid asset. Read the Article
Prior-Prior Year Income Rule Good for Grandparent-Owned 529 Plans
In today’s Marietta Daily Journal, Bil Lako, CFP® explains some of the benefits to the FAFSA’s new prior-prior income rule. Read the Article
Dealing with the tax consequences of a highly appreciated asset
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a highly appreciated stock position, can create both a tax and estate planning issue. Read the Article.