As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how holding on to a home—or any investment—just to avoid taxes sometimes just isn’t worth it. Learn why your long-term goals can outweigh avoiding capital gains, even if it means paying a tax bill.
New tax laws take effect in 2026 that will change how charitable donations are deducted. From bunching strategies to donor-advised funds and IRA giving, timing will matter more than ever. Here’s how to make the most of your philanthropy under the new rules.
The “Henssler Money Talks” hosts tackle how many Americans are trapped by their biggest asset: their homes. And not because of mortgage rates, but because of capital gains—a side effect of value appreciation—but it shouldn’t dictate your life decisions. We explore some planning options and how homeowners can weigh taxes against long-term goals, market risk, and lifestyle priorities when deciding whether to sell.
Picture this: The lawyer reads your Will… and suddenly the family fights over your prized possessions. In this week’s Marietta Daily Journal, Bil Lako, CFP® explains how to avoid turning your estate into a battlefield.
Paper refund checks are officially on the way out! Starting September 2025, most taxpayers will receive refunds electronically—a faster, safer way to get your money. But what if you don’t have a bank account?
Your business is booming—but your bank balance doesn’t show it? You’re not alone. Growth can make cash flow feel tighter, even when sales are strong. Find out why and what to do about it.
What happens when your children don’t get along, but they all stand to inherit? Estate planning attorney Kyle Rinaudo of Reeves Law PC joins the “Henssler Money Talks” hosts to discuss one of the most emotionally charged financial topics: how to structure your estate plan when family relationships are strained. We cover choosing a neutral executor and even when it may make sense to disinherit a child.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, answers “Should you chase European stocks in 2026?” Before making any moves, see why valuations, market trends, and the U.S. tech giants matter—and how a diversified strategy can protect your portfolio.
Receiving a lawsuit settlement? Don’t let taxes take you by surprise. Understanding which parts of your settlement are taxable—and how attorney fees affect your net proceeds—can make a huge difference in your financial planning.
As families gather for the holidays, take a moment to think about the future. Are your beneficiary designations up to date? Life changes fast—make sure your will, insurance, and accounts still reflect your wishes.