Financial Changes Needed when a Family Expands
A growing family needs to evaluate and adapt their financial plan. We list out the financial areas you should review in this week’s Marietta Daily Journal Article.
In the News: Grandparents Can Held Fund College Costs with 529 Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares tips on how grandparents can help toward higher education costs.
In the News: Profitable Businesses have an Opportunity to Optimize Tax Situation for 2017
In today’s Marietta Daily Journal: Per Bil Lako, CFP®, small businesses can make moves to minimize their tax situation for 2017.
In the News: Small Businesses can Tailor a Retirement Plan to their Needs
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains what small-business owners need to consider when developing a retirement plan. Read the Article
Unwinding Quantitative Easing for the Average Investor
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how the Fed will reduce their balance sheet and the effect on the economy.
In the News: Mid-Year Reviews Allow Investors to Get Back on Track
In today’s Marietta Daily Journal, Bil Lako, CFP® says with current market conditions, now is a great time to rebalance your investments.
What to Do When You Outgrow Your Technology
Henssler Financial’s sophisticated technology needs were highlighted in an article on independent financial firms.
Controlling your wealth once you’ve passed
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how often the impetus behind creating trusts is to control how your assets are directed from beyond the grave.
In the News: Using Your Financial Plan to Determine Need for Long-Term Care Coverage
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how your financial plan can show the need for LTC coverage.
In the News: Is the market in a bubble?
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you might think the market is in a bubble and why it’s actually not.