Media - Henssler Financial

Holiday Tipping Etiquette: 'Tis the Season to Show Your Appreciation

Holiday tipping can feel awkward—but it doesn’t have to be. From who to tip, to how much…

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act reshapes borrowing limits, repayment plans, Parent PLUS and Grad PLUS loans,…

The Illusion of Predicting Market Moves: Lessons from 2025

Since the election, investors have been buzzing about the “Trump Trades”—the stocks and sectors expected to soar…

In the News: Consider capital gains harvesting—not just tax-loss selling

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how resetting cost basis and using…

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These cash balance plans can stack on top of a 401(k), allowing business owners — especially partners…

Year-End Individual Tax Planning Opportunities

Whether it’s Roth conversions in a low-income year, maximizing education credits, optimizing charitable giving, planning for RMDs,…

Consider Capital Gains Harvesting—Not Just Tax-Loss Selling

This week on “Henssler Money Talks,” K.C., Nick, D.J., and Kelly-Lynne explore year-end strategies like tax-loss selling,…

In the News: The market doesn’t tell the whole story—here’s why

As seen in the Marietta Daily Journal: Bil Lako, CFP® explains why your portfolio may show something…

Last-Minute Year-End Tax Tactics: Maximize Your Business Savings Now

It’s crunch time for small-business owners! Before December 31, the right tax moves can meaningfully lower your…

2026 IRA and Retirement Plan Limits

Retirement savers, take note! Several key IRA and workplace retirement plan limits are rising again for 2026.…

The Market Doesn’t Tell the Whole Story—Here’s Why

The “Henssler Money Talks” hosts break down “the market” by exploring the major indices investors follow every…

In the News: The smart self-employed person’s guide to year-end planning

As seen in the Marietta Daily Journal: Bil Lako, CFP® offers advice to gig worker or solo…

Holiday Gifts That Offer Tax Benefits for You and Your Loved Ones

Did you know your gifts can do more than delight—they can also offer tax advantages? From tuition…

The Smart Self-Employed Person’s Guide to Year-End Planning

If you run a single-member LLC—or work for yourself in the gig economy—year-end tax planning is key.…

In the News: Your savings priority list: What to fund first—and why it matters

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains if every dollar is going into…

Online Shopping in the Tariff Era

Surprised by new shipping duty charges? You’re not alone. The U.S. has eliminated the de minimis exemption…

Finish the Year Strong by Considering These Tax Moves

2025 is wrapping up fast—and your year-end tax strategy could make a meaningful difference. From maximizing retirement…

Your Savings Priority List: What to Fund First—and Why It Matters

The “Henssler Money Talks” hosts explore the recommended “order to savings”—and why it’s not a one-size-fits-all formula.…

In the News: The real cost of holding on: Taxes vs. life goals

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how holding on to a home—or…

Will Tax Law Changes Impact Your Giving Strategy?

New tax laws take effect in 2026 that will change how charitable donations are deducted. From bunching…

The Real Cost of Holding On: Taxes vs. Life Goals

The “Henssler Money Talks” hosts tackle how many Americans are trapped by their biggest asset: their homes.…

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