As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how a $1.47 million 401(k) balance is every bit of $1.47 million for investment purposes, but it may not be $1.47 million once you enter the distribution phase.
OCTOBER 2023. KENNESAW, Ga.— Henssler Financial placed No. 179 on Financial Advisor Magazine’s 2023 Registered Investment Advisors (RIA) Survey & Ranking list. The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end
As seen in the Marietta Daily Journal, Bil Lako, CFP® explains why you should consult a financial adviser and CPA for guidance on managing your non-spousal inherited IRA effectively. The wrong move could impact your taxes, potentially pushing you into a higher bracket.
As seen in the Marietta Daily Journal, Bil Lako, CFP® explains that while insurance provides a stable foundation for building your financial plan, the amount of coverage is a balance between your budget and risk management.
As seen in the the Marietta Daily Journal, Bil Lako, CFP®, explains the gradual steps you can take to help your aging parents with their finances.
SEPTEMBER 2023. KENNESAW, Ga.— Henssler Financial placed at No. 23 on Atlanta Business Chronicle’s list of Atlanta’s 25 Largest Financial Planning and Advisory Firms and at No. 23 on the list of Atlanta’s Top 25 Largest Money Managers.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when investors suddenly decide on a large purchase, your financial advisor is there to assess your current financial situation and your goals, then chart a course to help you achieve them.
SEPTEMBER 2023, Kennesaw, Ga.— Henssler Financial ranks at No. 87 on CNBC’s Financial Adviser 100 list, published on Sept. 12, 2023. CNBC’s fifth annual ranking considers a variety of factors beyond assets under management and recognizes those advisory firms that help clients navigate through their financial life. Henssler has made the list since 2020.
As seen in the @mdjonline: Bil Lako, CFP®, explains how the difference between a retiree’s actual spending and maximum spending should allow them to weather economic changes.
As seen in the Marietta Daily Journal Bil Lako, CFP®, explains that many small-business owners base their retirement on rough estimates they used when determining their business’s value; however, this can have implications far beyond the sale price.
