Editorial Team, Author at Henssler Financial

Optimal Financial Advice is Based on Open Communications

Case Study, Family Finances, Featured, Personal Finance, Starting OutBy Editorial Team January 31, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Josh Weidie, CWS®, to address a couple of investors who have been saving to the detriment of living. Their former adviser gave them pushback if they didn’t save everything for retirement. The financial advisers discuss the importance of understanding the lifestyle investors want to lead when developing a plan.

In the News: Making your retirement a priority even when times are tight

Featured, In The NewsBy Editorial Team January 27, 2023

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how missing out on a small amount in your early saving years could make nearly a $100,000 difference in your retirement account.

Applying for a Mortgage

Blog, Personal Finance, Starting Out, Your HomeBy Editorial Team January 26, 2023

Since most people finance their home purchases, buying a home usually involves applying for a mortgage. We cover some basic information to help guide you through the process.

Making Your Retirement a Priority Even When Times are Tight

Case Study, Featured, Personal Finance, Starting OutBy Editorial Team January 24, 2023

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, to provide advice for an investor who stopped saving in 2022 because of the strain inflation put on his budget. They provide advice for getting his retirement savings back on track.

In the News: A financial adviser’s fiduciary responsibility when clients divorce

Featured, In The NewsBy Editorial Team January 20, 2023

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when clients go through a divorce, an adviser can go from one client — the couple — to two individual clients who are looking out for themselves. Because of the adviser’s fiduciary duty, they cannot provide advice that would be a disservice to the other spouse.

January 2023 Market Minute

Economy/Stock Market, VideoBy Editorial Team January 19, 2023

For the month of January, our Research Analysts are taking a close look at fourth quarter earnings, the Leading Economic Index, and Foreign Markets.

Looking Ahead to 2023 Taxes

Blog, TaxBy Editorial Team January 18, 2023

With the holiday celebrations in the rear-view mirror and the New Year underway, now is the time to take a look at the changes this year that will impact your 2023 tax return.

Your Annual Reminder to File Worker 1099s

Blog, Business Owner/Self Employed, TaxBy Editorial Team January 12, 2023

If you use contract workers to perform services for your business and pay them $600 or more for the year, you are required to issue each one a Form 1099-NEC after the end of the year to avoid facing the loss of the deduction for their labor and expenses.

Five Common Family Tax Mistakes

Blog, Family Finances, TaxBy Editorial Team January 11, 2023

Are you renting a home from a relative? Have your parents given you a loan? We look at five common situations and the tax issues that can arise!

In the News: SECURE 2.0 Act Will Increase the Savings Potential for Many

Featured, In The NewsBy Editorial Team January 6, 2023

As seen in the Marietta Daily Journal, Bil Lako, CFP®, covers the changes the SECURE Act 2.0 will make to required minimum distributions, catch-up contributions, 401(k) plans and more.

Author Archives: Editorial Team