As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how to manage hefty retirement funds and minimize tax burdens with smart strategies like Roth conversions.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how retirement planning is more than just saving for a nest egg. He highlights common pitfalls that could derail your retirement dreams.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP® looks at the world of active and passive investment strategies. Which approach suits your financial goals?
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at our sticky inflation and what that may mean for Fed interest rate cuts.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how financial advisers can be your ultimate ally in navigating taxes and maximizing returns.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, details how marriage changes more than just your relationship status. From shared expenses to retirement planning, learn how to navigate the financial impact of marriage in his latest article.
For the fifth consecutive year, readers of Cobb Life Magazine and the Marietta Daily Journal voted Henssler Financial as Best of Cobb, Investment Firm in the Real Estate and Finance subcategory. John Dickson, CPA, CVA, CFP®, of Henssler CPAs & Advisers, was voted Best Accountant for the fourth year.
Bil Lako, CFP®, explains that if you’re not supplementing your retirement withdrawals with your Social Security benefits, that means you will need to have a larger portion of your portfolio in a conservative investment to cover your spending needs.
As seen in the Marietta Daily Journal: Bil Lako, CFP® highlights some of the easiest assets to pass on to your heirs—especially those that pass by beneficiary designation.
As seen in this week’s Marietta Daily Journal: Bil Lako explains why it’s best to talk to your heirs to see if they even want what you have—and if they don’t, consider getting rid of it before you die.
