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Business Exit Planning
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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Alternative Investments May Be Coming to 401(k) Plans
Big changes may be coming to retirement plans. On August 7, 2025, President Trump signed an executive…
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Exploring Tax Opportunities to Pay Off Student Loans
Paying off student loans doesn’t have to feel overwhelming. From Section 529 plans to employer benefits and…
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In the News: Five steps to fireproof your financial plan
When disaster hits, preparation makes all the difference. In this week’s Marietta Daily Journal, Bil Lako, CFP®,…
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Unpacking the Real Limits on Unlimited PTO
Unlimited PTO is one of the fastest-growing workplace perks—offered by 7% of U.S. companies in 2024, up…
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Understanding the Estate and Gift Tax Changes Under the One Big Beautiful Bill Act
The One Big Beautiful Bill Act (OBBBA) reshapes estate and gift tax planning—permanently setting the exclusion at…
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In the News: The US bets big on chips: Inside the intel stake and industrial policy shift
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains why the U.S. just became Intel’s…
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Young Grads Bear the Brunt of Tightening Labor Market
The Class of 2025 is graduating into the toughest job market in decades—fewer postings, more competition, and…
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Vehicle Loan Interest Deduction A Restrained Tax Benefit
A new tax break promises relief for car loan interest, but the fine print is packed with…
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In the News: Too much company stock? Diversification could save your retirement
As seen in this week's Marietta Daily Journal: Too much company stock = too much risk. Bil…
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Last Chance: The One Big Beautiful Bill Countdown on Key Energy Tax Credits
Thinking about solar panels, energy-efficient upgrades, or an EV? Federal tax credits are expiring much sooner than…
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New Senior Deduction Explained
Good news for retirees! Starting in 2025, seniors 65+ may qualify for a NEW $6,000 tax deduction…
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In the News: Making the escrow decision: Weighing control against convenience
As seen in the Marietta Daily Journal: Escrow accounts offer convenience, but waiving escrow gives you more…
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The 2025 Guide to Small Business Tax Deductions You Can’t Afford to Miss
Every dollar matters when you’re running a small business — and missed tax deductions are missed opportunities…
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Planning for a Pricey Pet
Pets bring love and joy to millions of households—but they also come with rising costs. With expenses…
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In the News: Restricted stock and taxes: Don’t get caught off guard
As seen in the Marietta Daily Journal: Restricted stock can boost your compensation, but without tax planning…
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Understanding the New Deduction for Overtime Under the OBBBA
Overtime just got a tax break. The One Big Beautiful Bill Act introduces a new deduction for…
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Could Employee Ownership Be Part of Your Succession Plan?
An Employee Stock Ownership Plan (ESOP) can help business owners transition out while rewarding loyal employees with…
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Henssler Financial One of Atlanta's Top 50 Small Workplaces
Henssler Financial has been awarded a Top Workplaces 2025 honor, ranking No. 34 among Top Small Workplaces,…
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In the News: Will an annuity lower your RMD? Here’s the real story
As seen in this week's Marietta Daily Journal: An annuity might sound like the perfect fix for…
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Key Higher Education Changes in the New Tax Bill
Big changes are coming for student loans, 529 plans, and college costs. The One Big Beautiful Bill…
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