When it is Time to Redesign
The process of changing the percentage of assets invested in different asset classes is known as reallocation or redesigning. We explain how in this week’s Marietta Daily Journal Article.
Rebalancing Your Portfolio
If you are looking at your investments at year end, it is a good time to evaluate your investment decisions. We explain how in this week’s Marietta Daily Journal Article.
Be Aware When Buying Mutual Fund Shares in December
Unless you want to pay taxes on money you didn’t earn, be careful when you buy mutual fund shares in December. Read the Article
Henssler Financial Honored with Sam Olens Business Community Service Award
Cobb Chamber recognizes Henssler Financial and 19 other local businesses with the Sam Olens Business Community Service Award. Read More
It Takes a Village to Create a Business
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you have to spend money to make money when starting a business. Read the Article
Not Too Late for Year-End Cash Flow Planning
In this week’s Atlanta Business Chronicle, Bil Lako, CFP® shares his insight on year-end cash flow planning for businesses. Read the Article
More Money, More Problems
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the financial event few people are prepared for: an inheritance. Read the Article
‘Use-It-or-Lose-It’ Rule Modification
Flexible spending account plans may adopt a new $500 carryover rule, modifying the “use-it-or-lose-it” rule. We explain in today’s Marietta Daily Journal.
Financial Planning for Divorce
Bil Lako, CFP®, discusses the financial event of divorce and how a team of experts can help you avoid poor financial decisions. Read the Article in Today’s Marietta Daily Journal
Expect an ROI from Business Advisers
As a business owner, you need to determine if you have outgrown your business advisers and the services they provide. We explain in today’s Marietta Daily Journal. Read the Article.