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Category Archives: In The News

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Nov52021

In the News: Establishing a legacy of giving through donor-advised funds and family foundations

In The NewsBy Editorial TeamNovember 5, 2021

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that both donor-advised funds and family foundations can exist in perpetuity long after the establishing donor dies creating a legacy of charitable giving.

Oct292021

In the News: Tapping a retirement account early and avoiding early withdrawal penalties

In The NewsBy Editorial TeamOctober 29, 2021

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how complicated it is to tap a retirement account before age 59 ½; however, it can be done if you have enough money.

Oct222021

In the News: Inflation, cash flow projections, and retirement spending

In The NewsBy Editorial TeamOctober 22, 2021

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that, inflation is a critical variable in financial plans for retirees living on a fixed income. He explains how to plan for this unknown.

Oct152021

In the News: Mitigating sequence risk with the ten year rule

Featured, In The NewsBy Editorial TeamOctober 15, 2021

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that one of the biggest risks for any investor is selling assets to generate cash for living expenses when the market is down and how to mitigate this risk.

Oct142021

Seven Experts from Henssler Financial Named to Atlanta’s 2021 Five Star Wealth Manager List

In The NewsBy Editorial TeamOctober 14, 2021

OCTOBER 2021. KENNESAW, Ga.— Recognized for their outstanding service, seven financial professionals from Henssler Financial were named to the 2021 Atlanta Five Star Wealth Manager list by Five Star Professional. The list of winners published in the October 2021 issue of Atlanta Magazine.

Oct122021

In the News: Henssler Financial Places on CNBC Financial Advisor 100 List for Second Year

In The NewsBy Editorial TeamOctober 12, 2021

OCTOBER 2021, KENNESAW, Ga.— Henssler Financial ranks at No. 64 on CNBC’s 2021 Financial Adviser 100 list, published on Oct. 6, 2021. The list celebrates the advisory firms that play a major role in helping clients grow and protect their wealth. The CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives.

Oct82021

In the News: Life insurance policies are being sold to private-equity firms

Featured, In The NewsBy Editorial TeamOctober 8, 2021

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how some life insurance policies are being sold to private-equity firms. This means policyholders should review their existing polices with a trusted agent.

Sep242021

In the News: Managing portfolio risk with financial planning in retirement

Featured, In The NewsBy Editorial TeamSeptember 24, 2021

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investors can manage their risk by having a financial plan in retirement.

Sep172021

In the News: Trusted persons to help with financial responsibilities as you age

Featured, In The NewsBy Editorial TeamSeptember 17, 2021

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how some senior investors may be in a vulnerable position for financial abuse, and what can be done to protect family wealth.

Sep102021

In the News: What comes next for the markets?

Featured, In The NewsBy Editorial TeamSeptember 10, 2021

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why it is tough to tell what comes next for our economy and how to invest in anticipation of the next economic move.

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