Honored for their outstanding service, seven associates from Henssler Financial were named to the 2024 Five Star Wealth Manager list for Atlanta by Five Star Professional. The list of winners was published in the October 2024 issue of Atlanta Magazine.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why your 40s and 50s are the perfect time to reassess your goals and catch up on retirement savings. Learn why a review is key to optimizing your strategy for the future.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains the big changes that are coming to your retirement plans in 2025! From increased 401(k) catch-up contributions to new automatic enrollment rules, the SECURE 2.0 Act is set to impact how you save for the future.
Henssler Financial is pleased to announce the promotions of Nick Antonucci, CVA, CEPA, to Director of Research, and Jacob Keen, CFA, to Director of Investments. Both bring a wealth of experience and leadership to their new roles, further strengthening the firm’s commitment to delivering top-tier financial insights and investment strategies.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how one investor needed to take control of her retirement accounts after a big life change. From updating beneficiaries to avoiding penalties, there’s a lot to consider!
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that with there are many factors in the near future that could impact your financial picture. While we can’t predict new laws, now is the time to review your estate plans and consider gifting strategies.
Henssler Financial has been named a Top Workplace by The Atlanta Journal-Constitution at its 14th annual Top Workplaces event. Henssler ranked 64th among the 77 small companies that made the list.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how to protect loved ones from financial strain should the primary bill-paying spouse pass away.
Henssler Financial ranked No. 157 on Financial Advisor Magazine’s 2024 Registered Investment Advisors (RIA) Survey & Ranking list. The annual list ranks firms nationwide based on total assets under management (AUM) for the year ending in 2023.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that playing it too safe with cash puts long-term financial security at risk. He explores the hidden risks of holding too much cash and how to strike the right balance.
