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Category Archives: In The News

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Jan122024

In the News: New Year, new finances: Navigating the financial waters of divorce

Featured, In The NewsBy Editorial TeamJanuary 12, 2024

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that during a divorce, soon-to-be former spouses are not always rational about the division of assets or decisions they make, as they may have financial repercussions down the line.

Jan52024

In the News: S&P 500’s 2023 triumphs against odds, anticipating trends in 2024

Featured, In The NewsBy Editorial TeamJanuary 5, 2024

As seen in the Marietta Daily Journal,  Bil Lako, CFP®, explains that it appears as if the market considers inflation tamed heading into 2024; however, given the varied economic conditions, the distribution of outcomes in 2024 is sizable.

Dec292023

In the News: Building Wealth and Security: Strategies for Self-Employed Retirement Success

Business Owner/Self Employed, Featured, In The NewsBy Editorial TeamDecember 29, 2023

As seen in the Marietta Daily Journal: The rise of self-employed and gig-economy workers has been remarkable post-pandemic! Bill Lako, CFP® explores proven strategies for self-employed individuals to build wealth and secure a prosperous retirement.

Dec222023

In the News: The Retirement ‘Sweet Spot’: Benefits of Roth IRAs for New Retirees

Featured, In The NewsBy Editorial TeamDecember 22, 2023

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.

Dec152023

In the News: Seize the moment: Essential financial steps before year-end

Featured, In The NewsBy Editorial TeamDecember 15, 2023

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!

Dec82023

In the News: Maximizing philanthropy and minimizing tax with qualified charitable distributions

Featured, In The NewsBy Editorial TeamDecember 8, 2023

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.

Dec12023

In the News: Mutual funds vs. individual stocks in the modern investment landscape

Featured, In The NewsBy Editorial TeamDecember 1, 2023

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.

Nov242023

In the News: Trusts offer control and protection for grandchildren’s legacy

Featured, In The NewsBy Editorial TeamNovember 24, 2023

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.

Nov172023

In the News: Understanding the impact of coupon rates and yield to maturity

Featured, In The NewsBy Editorial TeamNovember 17, 2023

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.

Nov162023

Henssler Financial Experts Make Atlanta’s 2023 Five Star Wealth Manager List

In The NewsBy Editorial TeamNovember 16, 2023

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.

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