Category Archives: Blog

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Do you know the difference between nominal return and real return on your investments? Find out in this Financial Tip.

Ted Parrish, CFA, explains his appreciation for Betty Siegel’s legacy at Kennesaw State University in the Marietta Daily Journal. Read the Article

Join us in congratulating the 15 Henssler Associates who have been listed on the 2013 Five Star Wealth Manager list!

In today’s Marietta Daily Journal, Bil Lako, CFP® addresses whether you should have an annuity in an IRA. Read the Article

You may want to consider gifting your business interest to reduce the size of your estate. Learn more about it in this Business Tip.

The beneficiary of your life insurance policy cannot be changed in your Will. Read all about it in this Insurance Tip.

If you are renting your home, you need to be aware of the complicated tax rules known as the “vacation home rental rules.” Read more in this Tax Tip.

You could consider “recharacterization” a financial mulligan—it undoes your Roth conversion. Learn more in this Financial Tip.

In today’s Marietta Daily Journal, Bil Lako, CFP® discusses why annuities should be measured for their risk transfer. Read the Article

Are you ready for your vocabulary quiz? Read up on 25 terms you should know about the principles of bookkeeping. Learn more in this Quickbooks Tip.