Henssler Financial’s Philanthropy Efforts Earn Bob Prillaman Award from KSU Foundation
Henssler Financial is honored to receive the Bob Prillaman Award for Outstanding Corporate Community Philanthropy from the Kennesaw State University Foundation.
July 2024 Market Minute
For July, the Henssler Financial Research Analysts are keeping a close eye on signs of weakening in the labor market, a slowdown in housing, and if inflation continues to weigh on retail sales.
In the News: Smart financial moves: Managing children’s earnings and inheritance
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP® explains that when kids come into money, whether from chores, part-time jobs, or inheritances, parents often step in as custodians.
Insurance Gaps May Pose Risks for High-Net-Worth Households
Accidents can be rare but devastating, and you could be held legally responsible if someone is injured on your property. Is your umbrella big enough? Standard liability policies may not be sufficient to protect your assets in a high-dollar judgment.
How Becoming a Real Estate Professional Unlocks Tax Advantages for Landlords
The IRS defines a real estate professional with strict criteria, and understanding these qualifications can lead to significant tax benefits. Achieving this status requires diligence but can significantly impact your financial landscape. Learn more about how you can benefit!
Smart Financial Moves: Managing Children’s Earnings and Inheritance
This week on “Money Talks,” Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, address managing a minor’s money. They discuss custodial accounts, Roth IRAs, and 529 Plans.
In the News: Navigating financial setbacks: Is a Roth IRA the answer?
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP® explores the pros and cons of using your Roth IRA as an emergency fund, alternative options for emergency funds, and the importance of keeping your retirement savings intact.
Real Estate Roundup: Feeling the Impact of Higher Rates
The national median price of existing homes hit a record $407,600 in April 2024, despite high borrowing costs. Learn about the key factors influencing these contrasting markets and their impact on the broader economy.
How the Adoption Tax Credit Can Ease Your Journey to Parenthood
Adoption is a beautiful journey, but it can also be financially demanding. To help, the U.S. government offers an adoption credit, designed to offset costs like adoption fees, court costs, attorney fees, and more.
Navigating Financial Setbacks: Is a Roth IRA the Answer?
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Jacob Pritchard, CFP®, to provide advice to an investor who is anxious to save for retirement with a Roth IRA but also needs to reestablish her financial situation after a divorce. The hosts provide her advice on saving and withdrawing from a Roth IRA.