FAFSA for 2025-2026 School Year Opens December 1
The FAFSA for the 2025–2026 school year will open on December 1. From understanding the Student Aid Index to creating your FSA ID, we’ve got tips to help you navigate the process smoothly.
Henssler Financial Announces Leadership Promotions for In-House Research Department
Henssler Financial is pleased to announce the promotions of Nick Antonucci, CVA, CEPA, to Director of Research, and Jacob Keen, CFA, to Director of Investments. Both bring a wealth of experience and leadership to their new roles, further strengthening the firm’s commitment to delivering top-tier financial insights and investment strategies.
How to be a Better Investor
In this episode of Planning Priorities, Henssler Director of Research Nick Antonucci, CVA, CEPA, shares six essential tips to help you maximize gains and minimize losses. From the power of compounding to the importance of diversification, these principles can guide you toward better investment decisions.
Prepare for 2025: Key Changes to 401(k) and IRA Rules Under SECURE 2.0
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS® to break down some of the changes coming to retirement accounts in 2025 as part of the phased-in provisions from the Secure 2.0 Act, including souped-up catch-up contributions for those ages 60 to 63, automatic 401(k) enrollment, and the enforcement of failure to withdraw penalties on inherited IRAs.
In the News: Avoiding costly mistakes: Managing an IRA post-separation
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how one investor needed to take control of her retirement accounts after a big life change. From updating beneficiaries to avoiding penalties, there’s a lot to consider!
Making the Most of Your Credit Card
Ready to unlock your card’s full potential? From earning rewards and protecting purchases to building credit and gaining insurance coverage, the benefits of using credit cards wisely are significant.
Minimize a Surviving Spouse’s Estate Tax: The Benefits of the Portability Election
We break down Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return and the portability election, a key feature that allows a surviving spouse to utilize their deceased spouse’s unused estate tax exclusion. Learn how this can save your family millions in estate taxes, the qualifications, special filing rules, and common complications when preparing the form.
Avoiding Costly Mistakes: Managing an IRA Post-Separation
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Giuliana Barbagelata, CFP® to advise an investor who recently split from her partner and knows nothing about her IRA—how much she’s contributed, what she’s invested in, and what she can do with the account.
In the News: Estate and tax planning in a changing political landscape
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that with there are many factors in the near future that could impact your financial picture. While we can’t predict new laws, now is the time to review your estate plans and consider gifting strategies.
Succession Planning for Baby Boomer Business Owners: Ensuring a Smooth Transition
Baby Boomer business owners: Is your business ready for the future? As you approach retirement, succession planning is key to ensuring the legacy and success of your company.