Why You Need an Investment Policy Statement
Do you have a clear strategy for the road ahead? Bil Lako, CFP®, explains how to develop an overarching direction in today’s Marietta Daily Journal. Read the Article
Only One Nontaxable 60-Day Rollover OK’d
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the IRS’ changes to IRA Rollover Rules. Read the Article
Transactions Don’t Always Involve Money
If you trade your business services with another vendor for products, that barter is taxable income. We explain in today’s Marietta Daily Journal. Read the Article
Make Moves Today to Secure 2015 Tax Credits
Bil Lako CFP® explains how you can apply for a Georgia tax credit that also nets you a federal tax deduction! Read the Article in Today’s Marietta Daily Journal
Benefits Available for Military Personnel
Bil Lako, CFP® explains the many financial benefits available for military personnel to help them reach their goals. Read the Article
Review May Help You Avoid AMT
In today’s Marietta Daily Journal, Bil Lako, CFP® details the benefits of a mid-year tax review. Read the Article
Henssler Financial Named to Financial Times’ List of Top 300 RIAs in the U.S.
Join us in congratulating Henssler Financial on being named to the inaugural Financial Times’ 300 list!
In the News: Mid-Year Reviews Can Help with 2014’s Challenges
With the future of Section 179 expensing uncertain, businesses should ensure they’re on track to minimize their taxes. We explain in this week’s Marietta Daily Journal. Read the Article
Is it a Bad Fit or is it a Bad Adviser?
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the difference between a bad fit and a bad adviser. Read the Article
Speculative Investment or Currency of the Future?
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why the Bitcoin is considered property rather than currency. Read the Article