Editorial Team, Author at Henssler Financial

Jacob Pritchard, CFP®

Download BioNotableCERTIFIED FINANCIAL PLANNER™ Certificant6 Years of Financial Services ExperienceMember of Financial Planning AssociationContact678-797-3768Email JacobJacob Pritchard, CFP® Senior Financial Planner Jacob Pritchard, CFP®, is a Senior Financial Planner for Henssler Financial, supporting Managing Associate Jarrett McKenzie CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®. His responsibilities include assisting with client cash flow projections, financial planning,…

Matthew Reed, CPA/ABV

Business Tax Team, Personal Tax TeamBy Editorial Team December 2, 2018

Download BioNotableCertified Public AccountantAccredited in Business Valuation12 Years of Tax and Accounting Industry ExperienceMember of Georgia Society of CPAsMember of American Institute of Certified Public AccountantsMember of Atlanta Estate Planning CouncilContact(678) 797-3765Email MatthewMatthew Reed, CPA/ABV Tax Director Matthew Reed, CPA/ABV, is a Tax Director with Henssler CPAs & Advisers, LLC, an affiliate company of Henssler…

Molly Remeika, CFP®

Personal Finance TeamBy Editorial Team December 2, 2018

C.P.A. – Manager, Tax & Accounting

K.C. Smith, CFP®, CEPA

Business Financial Team, Personal Finance TeamBy Editorial Team December 1, 2018

CFP® – Managing Associate

Adam Stadalius, CFP®

Personal Finance TeamBy Editorial Team November 30, 2018

Financial Planner

In the News: Donor-Advised Funds: Impactful Giving the Easy Way

Blog, Estate, In The NewsBy Editorial Team November 30, 2018

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how easy it is for the charitably inclined to establish their own donor-advised fund to increase the impact of their giving.

What You Should Do in The Years Before Your Child Goes to College

Education Planning, Family Finances, VideoBy Editorial Team November 30, 2018

In this episode of Planning Priorities, Henssler Associate Melanie Wells, CFP®, shares some financial steps parents can take before their children go to college.

QuickBooks Tip: How to Enter Bills

Blog, Business Owner/Self Employed, Quickbooks TipsBy Editorial Team November 30, 2018

We’re in a bit of a transitional period with business bill-paying. Some paper bills still come via the U.S. Mail, however you may also be getting some through email. Others don’t come at all: You might get a reminder email, but you have to go to the vendor’s site to make a payment. How do…

Are my student loans eligible for public service loan forgiveness?

Blog, Starting OutBy Editorial Team November 29, 2018

If you are employed by a government or not-for-profit organization, you may be able to receive loan forgiveness under the Public Service Loan Forgiveness (PSLF) Program. The PSLF, which began in 2007, forgives the remaining balance on federal Direct Loans after you have made 120 monthly payments under a qualifying repayment plan while working full-time…

Most Common Types of IRS Tax Problems

Blog, TaxBy Editorial Team November 28, 2018

Receiving notification from the Internal Revenue Service that there’s some kind of problem is one of the most bone-chilling situations an American taxpayer can experience. Just receiving an envelope with a return address from the IRS can strike fear. There are many different reasons that the IRS might reach out, but some are more common…

Author Archives: Editorial Team