SEPTEMBER 2021. KENNESAW, Ga.— Henssler Financial remains one of Atlanta’s largest independent financial advisory firms, earning a place on the Atlanta Business Chronicle’s lists of Atlanta’s 25 Largest Financial Planning & Advisory Firms and Atlanta’s 25 Largest Money Managers.
When your life circumstances change, you have a fresh opportunity to make sure the people you love are protected through life insurance.
A letter of instruction could be just as important as a Will to help your heirs settle your estate and move forward with their lives.
With the wildfires in the west, hurricanes, and flooding in the southeast and eastern seaboard, we have had several presidentially declared disaster areas this year. Taxpayers in disaster areas are eligible for a variety of tax benefits.
As a business owner, you need to keep up with what is happening with both the government and pandemic and how it affects your business.
Holding more than 10% to 15% of your assets in company stock could upend your retirement strategy if the stock suddenly declines in value.
Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to cover a little-known strategy for high-income earners to move a significant amount of retirement funds into Roth accounts for tax-free growth.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that if you’ve had a baby in 2021, that you can still get Advance Child Tax Credit payments.
As bad as preparing taxes can be, it pales in comparison to the sinking sensation of receiving an IRS notification telling you that you’ve done something wrong.
Parenthood can be both wonderfully rewarding and frighteningly challenging. You want to make sure that they are financially secure, but meeting expenses can be tough. Fortunately, you can take steps to prepare.