Zombie Debt: Is It Coming for You?
Old, often expired debts are being revived by collection agencies, targeting consumers with aggressive tactics. Want to protect yourself? Know your rights and get practical tips on handling these debt scavengers
Beyond Inheritance: The Executor’s Essential Role in Settling an Estate
Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate Melanie Wells, CFP®, and estate planning attorney Arun Gupta to break down a situation where a son has been named the executor of his mother’s estate. Arun explores the order in which the process usually follows and the duties of an executor.
In the News: Building a legacy: Strategic charitable giving options for investors
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores two charitable vehicles—donor advised funds and family foundations—that can allow families to turn annual giving into a philanthropic legacy.
2025 Medicare Open Enrollment Kicks Off
Medicare Open Enrollment is here! Now’s the time to review your coverage and make sure it fits your needs and budget for 2025. From switching plans to new cost caps on prescription drugs, learn about your options and key updates before the December 7 deadline.
Hiring Seasonal Employees: What SMBs Need to Know About Payroll Taxes
Bringing on seasonal employees for the busy season? Don’t forget about payroll tax obligations! Learn how to stay compliant with essential tips on managing payroll taxes, proper worker classification, and more.
Seven Experts from Henssler Financial on the 2024 Atlanta’s Five Star Wealth Manager List
Honored for their outstanding service, seven associates from Henssler Financial were named to the 2024 Five Star Wealth Manager list for Atlanta by Five Star Professional. The list of winners was published in the October 2024 issue of Atlanta Magazine.
Building a Legacy: Strategic Charitable Giving Options for Investors
Director of Investments Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP ®, and Associate Peter Lynch to advise a couple who want to create a legacy of philanthropy with their assets. They discuss donor-advised funds, family foundations, and giving with life insurance.
In the News: Is your retirement plan on track? How to know in your 40s and 50s
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why your 40s and 50s are the perfect time to reassess your goals and catch up on retirement savings. Learn why a review is key to optimizing your strategy for the future.
A Critical Combo: Life Insurance with Long-Term Care Benefits
Long-term care expenses can be a major financial concern in retirement, but there are ways to plan ahead. From hybrid life insurance policies with LTC coverage to adding LTC riders to life insurance, there are alternatives to traditional LTC insurance. Explore the options to see what works best for you.
Can You Access Your Retirement Plan Money After a Disaster?
If you’ve been impacted by Hurricane Helene, Hurricane Milton, or any recent federally declared disaster, it may be easier than you think to access your retirement savings for recovery. Learn about penalty-free disaster recovery distributions and plan loans from retirement accounts.