Planning Necessary to Best Manage a Long-Term Care Event
The Henssler Experts discuss long-term care insurance and how long-term health care planning is an essential part of the financial plan.
Henssler Financial’s Marathon Month Generates $1,500 for The Center for Family Resources
Henssler employees racked up 1,177 miles either walked, run, or cycled during “Marathon Month,” the firm’s third quarter fitness contest for employees. The better news is this will equal a $1,500 donation to The Center for Family Resources’ Thanks for Giving program.
In the News: Be careful with the disparity in real estate investments
In the Marietta Daily Journal, Bil Lako, CFP®, discusses the divide between beaten down retail real estate and the successful residential real estate markets.
Is Now a Good Time to Consider a Roth Conversion?
This year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulence. If you’ve been thinking about converting your traditional IRA to a Roth, now might be an appropriate time to do so.
Tax Consequences of Losing Your Job
If you have lost your job, there are a number of tax issues you may encounter. How you deal with these issues can profoundly impact your taxes and finances.
In the News: Financial plan adjustments during a forced retirement
In the Marietta Daily Journal, Bil Lako, CFP®, explains how the life curveball of a forced retirement is not unique to our current environment. An employer may downsize or be sold, health could change, or you could lose career opportunities to younger employees.
Seven Experts from Henssler Financial Named to Atlanta’s Five Star Wealth Manager List
OCTOBER 2020. KENNESAW, Ga.— Recognized for their outstanding service, seven financial professionals from Henssler Financial were named to the 2020 Atlanta Five Star Wealth Manager list by Five Star Professional. The list of winners published in the October 2020 issue of Atlanta Magazine. Gene W. Henssler, Ph.D., William G. Lako, Jr., CFP®; Jennifer J. Thomas,…
Deducting Health Insurance: Special Rule for Self-Employed Taxpayers
Are you self-employed? You may be able to deduct 100% of the insurance premiums paid at the end of the year without itemizing deductions.
Student Loan Relief Extended Through End of 2020
Federal student loan relief was extended through December 31, 2020. Additionally, no interest will accumulate on the loans — the interest rate will remain at 0% through 2020.
Is a Living Trust Appropriate for You?
You have probably heard others discussing living trusts but may not understand the reasons for them or whether you should have one.