In the News: Diversifying an Investment Portfolio with Real Estate
In today’s Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at owning investment property and owning shares of a REIT.
In the News: Providing a Surviving Spouse with a Source of Funds while Protecting Family Wealth
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a QTIP trust can be used to keep assets in the family bloodline. Read the Article
Home offices: Specific Qualifications for Deductions but Many Expenses Qualify
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights the home office deduction for those who work from home. Read the Article
The Atlanta Journal Constitution Names Henssler Financial a Winner of the Atlanta Metro Area 2017 Top Workplaces Award
Henssler Financial places in top 75 Small Workplaces in 2017 Top Workplaces contest by Atlanta Journal Constitution and Workplace Dynamics.
The Importance of Possessing Tax-Diversified Assets for Retirement
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the benefit of having tax diversified retirement assets. Read the Article
Let Your Adviser Know About Outside Invested Assets so They can Properly Plan for You
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you should let your adviser know about all of your investments. Read the Article
Retaining Talent with a Promise of a Lucrative Retirement Benefit
In today’s Marietta Daily Journal: Companies can use SERPs to provide benefits over and above an executive’s compensation package. Read the Article
Coles College Team Wins Investment Competition
Congratulations! Kennesaw State’s SMIF team takes top honors in the CFA institute Research Challenge Southern Classic! Four of the team members served as interns in Henssler’s Research Department. Read the Article
Actively managed 401(k)s can help avoid skewed allocations
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how nothing should be considered a set-and-forget investment — especially a 401(k). Read the article.
Purchasing Power and the Ten Year Rule
In today’s Marietta Daily Journal Bil Lako, CFP®, addresses concerns about investing in fixed income and the loss purchasing power because of inflation. Read the Article