In the News: Ever Wonder, “Why Am I the Type of Investor That I Am?”

In today’s Marietta Daily Journal, Bil Lako, CFP® explains how our feelings toward money can create bias that influences our investment decisions.  Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy…

In the News: Taking a comprehensive approach

In today’s Marietta Daily Journal, Bil Lako, CFP® explains the many other areas that can benefit from the coordination of a financial adviser, aside from the standard “planning for retirement.” Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources…

Financial Advisers—Taking a Comprehensive Approach

We discuss what expertise financial planners bring to the table other than planning for retirement. Many households have a combination of several moving parts that can benefit from financial coordination, including but not limited to the mortgaging of the house, saving for college, managing business assets, personal and business taxes, risk tolerances, debt, 401(k)s and other retirement accounts, and health insurance.