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Yearly Archives: 2021

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  2. 2021

Usage-Based Auto Insurance Might Provide Savings

Blog, InsuranceBy Editorial TeamOctober 15, 2021

Like everything else, the pandemic greatly impacted driving habits. In fact, there was a 55% decrease in the average number of miles driven in 2020. We look closer at usage-based auto insurance policies.

Seven Experts from Henssler Financial Named to Atlanta’s 2021 Five Star Wealth Manager List

In The NewsBy Editorial TeamOctober 14, 2021

OCTOBER 2021. KENNESAW, Ga.— Recognized for their outstanding service, seven financial professionals from Henssler Financial were named to the 2021 Atlanta Five Star Wealth Manager list by Five Star Professional. The list of winners published in the October 2021 issue of Atlanta Magazine.

The IRS Backlog Is Causing Taxpayer Heartburn

Blog, TaxBy Editorial TeamOctober 14, 2021

COVID-19 brought about a perfect storm of delays for the IRS. If you are caught up in the gridlock, not much can be done except to be patient.

The Importance of a Well-Oiled Accounting Function

Blog, Business Owner/Self EmployedBy Editorial TeamOctober 14, 2021

Experts are clear and unified on the importance of getting accounting basics straight before worrying about the other details, even if those details cost money in terms of penalties.

Medicare Open Enrollment for 2022 Begins October 15

Aging/Caring for Aging Parents, Blog, Insurance, Personal FinanceBy Editorial TeamOctober 14, 2021

Medicare open enrollment begins Oct 15! Determining what coverage you have now and comparing it to other Medicare plans can be confusing. Here is what you need to know about Open Enrollment.

Education Credits are for Children? Think Again!

Blog, Education Planning, Personal Finance, TaxBy Editorial TeamOctober 13, 2021

If you think that education credits are just for sending your children to college, think again—the credits are available to you, your spouse, and your dependents.

In the News: Henssler Financial Places on CNBC Financial Advisor 100 List for Second Year

In The NewsBy Editorial TeamOctober 12, 2021

OCTOBER 2021, KENNESAW, Ga.— Henssler Financial ranks at No. 64 on CNBC’s 2021 Financial Adviser 100 list, published on Oct. 6, 2021. The list celebrates the advisory firms that play a major role in helping clients grow and protect their wealth. The CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives.

Mitigating Sequence Risk With the Ten Year Rule

Case Study, Investment Selection, Personal Finance, RetirementBy Editorial TeamOctober 12, 2021

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Senior Financial Planner Josh Weidie, CWS® to discuss a common investor worry—the fear of retiring in a down market. They cover sequence risk and how the Henssler Ten Year Rule mitigates it.

October 2021 Market Minute: Debt Ceiling Deadline; Earnings Season; Natural Gas Prices on the Rise

Economy/Stock Market, VideoBy Editorial TeamOctober 12, 2021

For October 2021, the Henssler Research Analysts are closely watching how Congress works through the country’s debt ceiling issues, the high expectations for third quarter 2021 earnings season, and the sharp rise in natural gas prices that could begin to affect the United States.

In the News: Life insurance policies are being sold to private-equity firms

Featured, In The NewsBy Editorial TeamOctober 8, 2021

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how some life insurance policies are being sold to private-equity firms. This means policyholders should review their existing polices with a trusted agent.

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