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.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that while high-income taxpayers can back their way in to a Roth IRA, there may be tax consequences.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that because nonqualified retirement plans fall outside the tax codes that govern plans like 401(k)s, they are not required to be offered universally to all employees.
Henssler Financial has been awarded a Top Workplaces 2023 honor by Atlanta Journal-Constitution Top Workplaces. The list is based solely on employee feedback measuring 15 culture drivers that are critical to the success of any organization: including alignment, execution, and connection, just to name a few.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that a QTIP trust is designed to provide financial security to your surviving spouse while allowing you to control the ultimate distribution of your assets.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores interval funds, an investment in the alternative asset class that is sold like a mutual fund for individual investors.
In August, our Research Analysts are paying close attention to second quarter earnings, the spread between corporate bonds and Treasury bonds, and inflation.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that while the options a spousal beneficiary has when inheriting their late spouse’s IRA are plentiful, the distribution chosen should be dictated by their overarching financial plan.
