In the News: 529 Requires Withdrawal Strategy
Strategy isn’t just for saving. Bil Lako, CFP®, explains 529 plan withdrawal strategy in today’s Marietta Daily Journal. Read the Article.
Henssler Financial Included on 2013 Financial Advisor magazine List
Congratulations to Henssler Financial for being included in the 2013 Financial Advisor magazine Top RIA Ranking! View the List
Ensure Your 529 Plan Is Worth It
Is your 529 Plan giving you bang for your buck? If not, Bil Lako, CFP®, explains how you can make changes in today’s Marietta Daily Journal. Read the Article
In the News: Retirement strategies for your 60s
In the Marietta Daily Journal, Bil Lako, CFP® explains how your need for financial planning continues through retirement.
In the News: 40s a Time for Financial Goals
Competing financial goals? A mid-year financial checkup can help ensure you’re not sacrificing one goal for another.
In the News: 50s: Time to Test Retirement Plan
In your 50s, during your mid-year financial checkup, consider test driving your retirement plan.
Two Promoted to Senior Associate at Kennesaw Financial Firm
Join us in congratulating D.J. Barker, CWS® and K.C. Smith, CFP® on their promotions to Senior Associate.
When Should You Amend Taxes?
To amend or not to amend? In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights when you should consider amending a return. Read the Article
Restricted Stock Requires Planning
With restricted stock shares, you may be withholding less than your marginal tax rate and creating a concentrated position. Read the Article
Restricted Stock Tax Rate Benefits
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how restricted stock is taxed, and the pros and cons of the 83(b) election. Read the Article