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Category Archives: Featured

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Mar82021

Retiring Early? Don’t Overlook Health Care Costs

Aging/Caring for Aging Parents, Case Study, Family Finances, Featured, Nearing RetirementBy Editorial TeamMarch 8, 2021

The financial Experts team up to discuss how extra financial planning is needed if you intend to retire early—not because the retirement period is longer—but because of the substantial health care costs between your early retirement age and when you are eligible for Medicare.

Mar52021

In the News: Recession Recovery and More Stimulus

Featured, In The NewsBy Editorial TeamMarch 5, 2021

In the Marietta Daily Journal, Bil Lako, CFP®, explains how the average investor is asking, “Did we have a recession?” in the same breath that they say, “Well, with the economy in a recession right now…”

Mar12021

Recession Recovery and More Stimulus

Case Study, Economy/Stock Market, FeaturedBy Editorial TeamMarch 1, 2021

The “Money Talks” Experts discuss our current economic cycle, fears of inflation and the mixed inflationary signs, and the need for additional stimulus.

Feb262021

In the News: Ramp Up Your Savings Not Your Aggressiveness

Featured, In The NewsBy Editorial TeamFebruary 26, 2021

In the Marietta Daily Journal, Bil Lako, CFP®, explains that when retirement is about 10 years away, instead of trying to juice your account balance by chasing returns, the better strategy is to save more aggressively. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All…

Feb192021

In the News: The GameStop anomaly and fundamental stock analysis

Featured, In The NewsBy Editorial TeamFebruary 19, 2021

In the Marietta Daily Journal, Bil Lako, CFP®, explains why conservative investors who are saving for retirement shouldn’t chase anomalies like GameStop.

Feb122021

In the News: In What Order Should an Investor Tap His Funds?

Featured, In The NewsBy Editorial TeamFebruary 12, 2021

In the Marietta Daily Journal, Bil Lako, CFP®, explains what order you should look to tap your investments when you finally shift from saving to spending.

Feb82021

In What Order Should an Investor Tap His Funds?

Case Study, Featured, Nearing Retirement, Personal Finance, RetirementBy Editorial TeamFebruary 8, 2021

The “Money Talks,” hosts discuss a listener’s decision to begin withdrawing the funds he has saved and grown over the last 30 years. They cover which accounts to tap first, how to control his tax situation, and the importance of having a financial plan.

Feb52021

In the News: Pandemic lessons can lead to better financial habits

Featured, In The NewsBy Editorial TeamFebruary 5, 2021

In the Marietta Daily Journal, Bil Lako, CFP®, explains that while 2020 was a financially difficult year for many individuals, 2021 may offer opportunities to learn from our financial missteps.

Feb22021

Pandemic Lessons Can Lead to Better Financial Habits

Case Study, Coronavirus, Featured, Personal FinanceBy Editorial TeamFebruary 2, 2021

2020 was a difficult year financially for many people. Hopefully, 2021 will provide an opportunity to right the wrong financial moves made last year.

Jan192021

Allocating Funds for 10-Year Liquidity in an Uncertain Environment

Case Study, Featured, Investment Selection, Personal FinanceBy Editorial TeamJanuary 19, 2021

The Henssler Financial Experts explore the situation of a couple who are 10 years from retirement and are concerned about buying fixed income investments in a low interest rate environment.

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