In today’s Marietta Daily Journal: Death can be expensive. Bil Lako, CFP®, explains why you need to plan for liquidity in your estate, especially if there are illiquid assets you intend your heirs to keep. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular…
The IRS’ proposed regulations primarily target new and existing programs, specifically in instances when a taxpayer makes a payment or transfers property to or for the use of a nonprofit entity and the taxpayer receives, or expects to receive, a state or local tax credit in return for such payment. Read the Article This article is…
SEPTEMBER 2018. KENNESAW, Ga.— Henssler Financial remains one of Atlanta’s largest independent financial advisory firms, earning a place on the Atlanta Business Chronicle’s lists of Atlanta’s Top 25 Financial Planning & Advisory Firms and Atlanta’s 25 Top Money Managers. Published in the September 14th edition of the paper, advisory firms on the list are ranked…
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that investors need to plan for retirement withdrawals about 10 years prior to retirement. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article…
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that while you can borrow from your retirement accounts for a first-home purchase, it’s not the best idea
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you probably shouldn’t compare your portfolio’s performance to the S&P 500 Index. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently…
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that despite sweeping tax reform, there are still tax advantages to homeownership. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently…
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains what you can do with your IRA required minimum distribution if you don’t need the funds to live on. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The…
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses the trend of college students overborrowing on student loans to cover lifestyle costs beyond tuition and education expenses. The numbers are shocking! Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation…
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why it is important for both spouses to develop a fundamental understanding of your finances should something happen to the other spouse. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation…
