In the News: Aging gracefully: Managing aging parents’ financial affairs
As seen in the the Marietta Daily Journal, Bil Lako, CFP®, explains the gradual steps you can take to help your aging parents with their finances.
What You Should Know About the Chart of Accounts in QuickBooks Online
Chart of Accounts works in the background as a critical element of QuickBooks Online. It is simply a list of financial categories created by QuickBooks based on your business type and industry and is used to track your company’s financial data.
New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees. For the first time, the federal government will negotiate lower prices for some of the highest-cost drugs covered under Medicare Part B and Part D.
Aging Gracefully: Managing Aging Parents’ Financial Affairs
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Giuliana Barbagelata, CFP®, advise for an investor who will likely have to take over her aging parents’ finances. They discuss some basic steps as well as some other estate planning concerns.
In the News: Henssler Financial Named on Atlanta Business Chronicle’s Book of Lists
SEPTEMBER 2023. KENNESAW, Ga.— Henssler Financial placed at No. 23 on Atlanta Business Chronicle’s list of Atlanta’s 25 Largest Financial Planning and Advisory Firms and at No. 23 on the list of Atlanta’s Top 25 Largest Money Managers.
In the News: Rethinking Paradise: The Financial Considerations of a Second Home
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when investors suddenly decide on a large purchase, your financial advisor is there to assess your current financial situation and your goals, then chart a course to help you achieve them.
College Forecast: Skepticism Toward Higher Education Rises
A 2023 survey found 56% of Americans saying a four-year college degree isn’t worth the cost due to students graduating with significant debt and a lack of specific job skills vs. 42% who think college is worth it.
HDHP/HSA Pairing May Help Control Medical Costs
If your employer offers health insurance benefits, one of your options may be a high-deductible health plan (HDHP) with eligibility for a health savings account (HSA). These plans offer potential savings by encouraging you to make cost-effective choices in your medical spending.
Rethinking Paradise: The Financial Considerations of a Second Home
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to help a couple of investors who are making an impulsive decision to buy a vacation home without looking at how it may affect their long-term financial plan. The financial advisers discuss how they incorporate large purchases into cash flow projections when clients are making spontaneous decisions.
In the News: Henssler Financial No. 87 on 2023 CNBC Financial Advisor 100 List
SEPTEMBER 2023, Kennesaw, Ga.— Henssler Financial ranks at No. 87 on CNBC’s Financial Adviser 100 list, published on Sept. 12, 2023. CNBC’s fifth annual ranking considers a variety of factors beyond assets under management and recognizes those advisory firms that help clients navigate through their financial life. Henssler has made the list since 2020.