Media - Henssler Financial

IRS Shifts to Paperless Refunds: What This Might Mean for You

Paper refund checks are officially on the way out! Starting September 2025, most taxpayers will receive refunds…

Why Cash Flow Planning Gets Harder as You Grow

Your business is booming—but your bank balance doesn’t show it? You’re not alone. Growth can make cash…

Your Will, Your Way: Prevent Family Inheritance Feuds

What happens when your children don’t get along, but they all stand to inherit? Estate planning attorney…

In the News: Europe in your portfolio: Trends, risks, and opportunities

As seen in the Marietta Daily Journal, Bil Lako, CFP®, answers “Should you chase European stocks in…

Understanding the Taxation of Lawsuit Settlements: What Taxpayers Need to Know

Receiving a lawsuit settlement? Don’t let taxes take you by surprise. Understanding which parts of your settlement…

Beneficiary Designations: Who Gets the Money?

As families gather for the holidays, take a moment to think about the future. Are your beneficiary…

Europe in Your Portfolio: Trends, Risks, and Opportunities

With Europe’s valuations looking attractive and the euro appearing undervalued, Morgan Stanley envisions European equities outperforming U.S.…

In the News: Seniors, you’ve got a limited-time tax advantage—here’s how to use it

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how the temporary senior bonus deduction…

Employer Open Enrollment: Make Benefit Choices That Work for You

Open enrollment is coming! With health care costs on the rise, now’s the time to review your…

Henssler Financial Experts Placed on 2025 Atlanta’s Five Star Wealth Manager List

OCTOBER 2025. KENNESAW, Ga.— Henssler Financial is honored to announce six of its financial planning experts were…

Seniors, You’ve Got a Limited-Time Tax Advantage—Here’s How to Use It

Seniors, listen up! Starting in 2025, new deductions could mean big tax savings—but only for the next…

In the News: How do I make sure I don’t run out of money before I die?

As seen in the Marietta Daily Journal: Bil Lako, CFP®, answers the million-dollar question, “How do I…

Mandatory Roth Catch-Up Contributions Begin in 2026

Attention savers 50+! The SECURE 2.0 Act just made “catch-up contributions” even bigger—especially if you’re 60–63. But…

Unlocking Tax Savings with Deductions Beyond Itemizing

From above-the-line deductions like HSAs and educator expenses to new below-the-line perks from the One Big Beautiful…

Three Ways to Play Defense in Your Stock Portfolio

Market ups and downs are inevitable — but your portfolio doesn’t have to take the full hit.…

Remote Employees, Reimbursements & Taxes: The Two Paths You Can Take

Your team’s remote—but are you reimbursing them the smart way? One path costs you (and them) in…

In the News: Health savings accounts: The hidden gem in your financial plan

As seen in the Marietta Daily Journal: Bil Lako, CFP® explains how HSAs give you the power…

Henssler Financial Earns Spot in Top 50 on CNBC’s 2025 Financial Advisor 100

Henssler Financial has been ranked No. 46 on CNBC’s 2025 Financial Advisor 100 list. CNBC’s annual list…

Act Now - Last Chance to Leverage the Work Opportunity Tax Credit Before It Sunsets in 2025

The Work Opportunity Tax Credit (WOTC) is set to expire after Dec. 31, 2025—unless Congress extends it.…

Are You Prepared for the High Cost of Dying?

End-of-life care and funeral expenses can create a heavy financial burden on top of emotional loss. From…

In the News: Funding a business: Weighing cash, debt, and outside investors

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains from cashing out investments to borrowing…

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