What if You Lived?
If you are incapacitated, who has the authority to access your financial accounts or make health care decisions on your behalf?
In the News: What if You Lived? A Horror Story
In this week’s Marietta Daily Journal, Bil Lako, CFP® discusses how you might have an emergency fund that will get you through a crisis. Financially, you’re prepared … but are you really?
Open Enrollment Season Is Here: Give Your Benefits a Check Up
It’s open enrollment season for most employer-provided health care plans. Learn how to evaluate your options in this week’s Insurance Tip.
What is Vesting?
The hosts of “Money Talks,” address a question on vesting. They cover different vesting options companies can offer and what vesting means to you as an employee.
Charity Purchases and Auctions
Won an item at a charity auction? Only part of your winning bid may be tax deductible. Read more in this Tax Tip.
Sixteen Experts from Henssler Financial Named to Atlanta’s 2014 Five Star Professionals Lists
Congratulations to the Henssler Associates and Tax Consultants who made the 2014 Five Star Professionals lists!
Social Security and Medicare Figures for 2015
Social Security and SSI beneficiaries will receive a cost-of-living adjustment for 2015. See the other changes for 2015 in this week’s Financial Tip.
Why You Need a Meaningful Investment Policy Statement
An investment policy statement can keep you on track during market volatility because it serves as your promise to your financial future to not act hastily during normal market fluctuations.
Emotions Can Drive Poor Market Decisions
The markets are due for a pullback. Should you worry? Nope. Bil Lako, CFP®, tells you why in this week’s Marietta Daily Journal. Read the Article
Phantom Stock
Phantom stock is the right to receive a bonus at a specified date based upon the performance of phantom shares. Learn more in this Business Tip.