As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how new retirees may have low income taxes, which provides an opportunity to move tax-deferred retirement assets into a tax-free retirement account.
As seen in the Marietta Daily Journal, Bil Lako, CFP® highlights some year-end financial moves you can make before you get sidetracked with holidays, parties, and gifts!
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains a tax-savvy approach to philanthropy that also allows seniors to maximize their financial position during retirement.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at the old advice of investing in mutual funds first, then, once you reach a certain asset amount, broadening your investments with individual stocks.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when your heirs vary in age, financial status, and ability to handle a windfall responsibly, it is wise to consider using trusts.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why you should focus on the yield to maturity when considering your bond investments.
NOVEMBER 2023. KENNESAW, Ga.— Honored for their outstanding service, six financial professionals from Henssler Financial were named to the 2023 Five Star Wealth Manager list for Atlanta by Five Star Professional. The list of winners published in the October 2023 issue of Atlanta Magazine.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how Georgia Tax Credits allow you to keep your tax dollars local by supporting a local organization or directing them to a city with the greatest need.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains balancing federal student loan repayments with long-term financial goals while optimizing your cash flow.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how The Conference Board’s Leading Economic Index can help investors form an idea of where our economy is headed.
