Cash Versus Credit for Millennials
In today’s Marietta Daily Journal, Bil Lako CFP® explains why building a credit history is important for Millennials. Read the Article
Matching Investments to Your Liquidity Needs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the how and why of your investments with your expenses 10 years prior. Read the Article
Taxes — A Balance Between Security and Convenience
Thieves have claimed more than $30 billion in fraudulent tax refunds. Bil Lako, CFP®, explains in today’s Marietta Daily Journal. Read the Article
Even with auto enrollment, your 401(k) is not set-and-forget
Don’t believe just because you were auto enrolled in your 401(k) that it is set-it-and-forget-it. Bil Lako, CFP® explains in today’s Marietta Daily Journal. Read the Article.
Medicaid Planning May not Yield the Intended Benefits
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the drawbacks to giving away assets to qualify for Medicaid. Read the Article
Test Driving Your Retirement Plan Means Mapping Out Your Liquidity Needs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains mapping out your liquidity needs for retirement. Read the article.
Accommodating Longevity Risk in Your Financial Plan
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how longevity risk can be managed with asset allocation. Read the Article
Be Wary of Variable Annuities
Investors who have annuity contracts with capital gains are in a sweet spot to take advantage of a 1035 exchange. We explain in today’s Marietta Daily Journal. Read the Article
Saving Tax-Exempt Retirement Funds with Roth 401(k) Contributions
In today’s Marietta Daily Journal, Bil Lako, CFP® highlights the benefits of Roth 401(k) contributions. Read the Article
The Atlanta Journal Constitution Names Henssler Financial A Winner of the Atlanta Metro Area 2016 Top Workplaces Award
Henssler Financial named to the Atlanta Journal Constitution’s 2016 Top Workplaces list.