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Category Archives: In The News

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  2. Category "In The News"
Jul72023

In the News: The critical consideration of health insurance for non-working spouses in retirement

Featured, In The NewsBy Editorial TeamJuly 7, 2023

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains the importance of understanding your health care insurance coverage when heading into retirement.

Jun302023

In the News: Key estate planning considerations for unmarried couples

Featured, In The NewsBy Editorial TeamJune 30, 2023

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that if remaining unmarried partners is a simpler alternative to marriage, it is crucial to work out the intricacies of your estate plan with your advisers.

Jun232023

In the News: Henssler Financial Sponsors ServeComm’s Newest Laundry Trailer

Charitable Giving, In The NewsBy Editorial TeamJune 23, 2023

Henssler Financial reaffirms its commitment to investing in others with the addition of an eight-station mobile laundry trailer for incident response foundation ServeComm, which can be used remotely in areas hit by severe weather or other natural disasters.

Jun232023

In the News: The Secure 2.0 Act: Empowering student loan borrowers and retirement savings

Featured, In The NewsBy Editorial TeamJune 23, 2023

As seen in the Marietta Daily Journal, Bil Lako, CFP®, details how the Secure Act 2.0 included provisions that could help with resuming student loan payments and money remaining in a 529 plan.

Jun162023

In the News: Essential Lessons: From Boomerang Kids to Financial Freedom

Featured, In The NewsBy Editorial TeamJune 16, 2023

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains two fundamental financial lessons to help young adults reach financial independence.

Jun92023

In the News: From joint ownership to installment sale: How an investor overcame tax hurdles

Featured, In The NewsBy Editorial TeamJune 9, 2023

As seen in the Marietta Daily Journal, Bil Lako, CFP®, shares how an installment sale was able to help an investor spread out the capital gains on the sale of a highly appreciated property.

Jun22023

In the News: Market reactions and investor perspectives amid the debt ceiling debate

Featured, In The NewsBy Editorial TeamJune 2, 2023

As seen in the Marietta Daily Journal, Bil Lako, CFP®, discusses the recent happenings and reactions in the stock market and how investors should proceed.

May262023

In the News: The changing landscape of Financial Aid: What students and parents need to know

Featured, In The NewsBy Editorial TeamMay 26, 2023

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how more income will be shielded from the eligibility formula when calculating federal student aid.

May192023

In the News: Unlocking the charitable potential of an unexpected windfall

Featured, In The NewsBy Editorial TeamMay 19, 2023

As seen in the Marietta Daily Journal, Bil Lako, CFP®, shares some better options than just writing a check when donating a significant amount to charity.

May122023

In the News: When emergency strikes, should you tap into your 401(k)?

Featured, In The NewsBy Editorial TeamMay 12, 2023

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that when the situation is dire, a 401(k) loan may be the better option vs. a hardship withdrawal. 

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