As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that just because you can front-load your 401(k) doesn’t always mean you should. The right strategy balances long-term investing with real-life cash needs.
Groundhog Day isn’t just a movie—it can describe our money habits, too. A financial wellness checkup can help you spot patterns, reset priorities, and make meaningful changes while there’s still time this year.
The new year doesn’t magically clean up your books. If last year’s QuickBooks issues aren’t fixed now, they follow you straight into tax season. A January–February cleanup can save time, reduce fees, and give you clearer numbers for better decisions all year long.
Front-loading retirement contributions can feel like a smart move—especially in volatile markets. But is it always the best strategy? The “Henssler Money Talks” hosts walk through when front-loading can help, when it can hurt, and why discipline and cash-flow planning matter just as much as time in the market.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how market headlines come and go, but a thoughtful investment process endures. He addresses how a disciplined, long-term approach focuses on fundamentals, risk, and strategy—not short-term noise.
Once you reach a certain age, the IRS requires withdrawals from traditional IRAs and employer retirement plans, and those distributions can have real tax consequences.
Stay ahead in 2026 with our Annual Financial Planning Limits Guide—your go-to reference for the key numbers that shape smart financial decisions throughout the year.
Social Security benefits weren’t changed by the One Big Beautiful Bill Act—but your tax picture might be. OBBBA introduces a new senior deduction that could lower taxable income for many retirees and reduce how much of their benefits are taxed. Here’s what the law does (and doesn’t) do, and what it means for seniors through 2028.
A timely listener question also sparked a deeper discussion about how we evaluate market-moving headlines—and why news alone doesn’t automatically trigger changes to a well-constructed portfolio. The “Henssler Money Talks” hosts walk through the critical distinction between short-term trading and long-term investing. We explain how Henssler evaluates stocks using multi-point criteria and in-depth fundamental analysis, and why that approach aligns with our long-term financial planning philosophy, the Henssler Ten Year Rule.
Henssler Financial ranked No. 21 on the Atlanta Business Chronicle’s online list of Atlanta’s Largest Money Managers and No. 24 on its online list of Atlanta’s Largest Financial Planning and Advisory Firms.