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.
Calculating the gain on the sale of your home
In today’s Marietta Daily Journal: Bil Lako, CFP®, explains how complicated calculating the gain on your home can be. Read the Article.
Insurance Coverage for Lost Income During an Unexpected Closure
Today’s Marietta Daily Journal: Bil Lako, CFP® explains how business interruption coverage can help a business survive a disaster. Read the Article
Holding Fixed Income in Your IRA, Rather than Your 401(k)
In this week’s Marietta Daily Journal, Bil Lako, CFP® explains why fixed income investments should be in your IRA—not your 401(k). Read the Article