As seen in the Marietta Daily Journal: Bil Lako, CFP®, takes a look at Retirement Literacy. With an average score of just 31% out of 100 on topics like inflation, Social Security, and investments, it’s clear that planning for retirement isn’t as simple as it seems.
Amazon and QuickBooks are teaming up to simplify financial management for third-party sellers. This powerful partnership will sync sales data, simplify tax prep, and provide real-time insights.
Three key reports—The Employment Situation, Gross Domestic Product (GDP), and Personal Income and Outlays—can significantly impact market performance. Understanding these reports can help you make informed financial decisions
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, CEPA. The team shares their insights on the Retirement Income Literacy Quiz, focusing on areas where investors lack the most knowledge.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how market downturns in your early retirement years can pose serious risks to your portfolio and how to mitigate this risk.
DECEMBER 2024. KENNESAW, Ga.— For the first time, Henssler Financial received an Honorable Mention in the Georgia Business Journal’s Best of Georgia Awards for 2024.
Cash flow is the lifeline of your business, but did you know tax credits could be the boost you need to fuel growth? Learn how to unlock powerful tax credits that keep more cash in your business and support sustainable growth.
As the year ends, it’s time to evaluate your stock portfolio and optimize your tax position. Whether it’s offsetting gains with losses, leveraging the 0% capital gains tax rate, or donating appreciated securities, there are many opportunities close the year strong.
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, to explore sequence risk and the long-term effects of retiring in a down market. Jarrett and K.C. unpacked how the Henssler Ten Year Rule nearly eliminates this risk.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how thoughtful planning today can create opportunities for tomorrow. He explores how to make the most of your gifts for 2024, from maximizing tax exclusions to funding 529 Plans and retirement accounts.