In the News: Avoid financial isolation: A plan for surviving spouses
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 Ranks at 157 on Financial Advisor Magazine’s List of RIA Firms
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.
In the News: When playing it safe backfires: How too much cash can hurt retirement
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.
In the News: Essential financial lessons: Debt, recovery, and smart investing
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains key financial concepts that are often overlooked—like why a 33% loss requires a 50% gain to break even, the importance of paying down debt, and the risks of buying investments you don’t fully understand.
In the News: Financial fundamentals: Understanding inflation and strategic dividend reinvestment
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that the basics of finance aren’t second nature to everyone. Inflation, reinvesting dividends, and other “common sense” principles are key to sound financial decisions—but they can be easily overlooked.
In the News: Retirement success: It takes more than just saving
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that retirement isn’t just about saving; it’s about having a clear strategy that covers spending, investments, and potential risks.
In the News: Beyond algorithms: The unmatched value of human financial advisors
Bil Lako, CFP® explores the rise of robo-advisors and whether AI could reshape the financial planning industry. Discover why many investors still prefer the personal touch of a financial professional.
In the News: Maximizing Your Retirement Savings–Smart Strategies for Managing RMDs
As seen in this week’s Marietta Daily Journal: Bil Lako, CFP®, discusses smart strategies to handle your RMDs, minimize taxes, and reinvest your retirement savings effectively. From gifting to Roth conversions, make your money work for you! Read the article in the Marietta Daily Journal. Disclosures: The investments referenced within this article may currently be…
In the News: Navigating benefits and risks of real estate in retirement planning
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP® explains that adding rental properties to your portfolio can boost cash flow and build wealth; however, some may want to consider REITs for liquidity. Make informed decisions to secure your financial future.
In the News: Celebrating Sailing: Henssler Financial Sponsors Detroit Charter Company in Historic Race
Henssler Financial staff and their guests set sail on the Detroit Charter Company’s Santa Cruz 70 Trident through the Straits of Mackinac and under the Mackinac Bridge as part of the 100th Bayview Mackinac race celebration.