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Yearly Archives: 2021

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  2. 2021

In the News: What comes next for the markets?

Featured, In The NewsBy Editorial TeamSeptember 10, 2021

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why it is tough to tell what comes next for our economy and how to invest in anticipation of the next economic move.

Henssler Financial Ranks Among the Largest Financial Advisory Firms and Money Managers and in Atlanta

In The NewsBy Editorial TeamSeptember 10, 2021

SEPTEMBER 2021. KENNESAW, Ga.— Henssler Financial remains one of Atlanta’s largest independent financial advisory firms, earning a place on the Atlanta Business Chronicle’s lists of Atlanta’s 25 Largest Financial Planning & Advisory Firms and Atlanta’s 25 Largest Money Managers.

4 Reasons to Review Your Life Insurance Needs

Aging/Caring for Aging Parents, Blog, Family Finances, InsuranceBy Editorial TeamSeptember 10, 2021

When your life circumstances change, you have a fresh opportunity to make sure the people you love are protected through life insurance.

A Map for Your Family

Aging/Caring for Aging Parents, Blog, Estate, Family Finances, Personal FinanceBy Editorial TeamSeptember 9, 2021

A letter of instruction could be just as important as a Will to help your heirs settle your estate and move forward with their lives.

Were You Affected by a Disaster Loss?

Blog, TaxBy Editorial TeamSeptember 8, 2021

With the wildfires in the west, hurricanes, and flooding in the southeast and eastern seaboard, we have had several presidentially declared disaster areas this year. Taxpayers in disaster areas are eligible for a variety of tax benefits.

August 2021: 5 Things that Happened Affecting Small Business

Blog, Business Owner/Self Employed, CoronavirusBy Editorial TeamSeptember 3, 2021

As a business owner, you need to keep up with what is happening with both the government and pandemic and how it affects your business.

Company Stock and Your Retirement Strategy

Blog, Investment Selection, Nearing Retirement, RetirementBy Editorial TeamSeptember 2, 2021

Holding more than 10% to 15% of your assets in company stock could upend your retirement strategy if the stock suddenly declines in value.

Tax Breaks for Grandparents

Aging/Caring for Aging Parents, Blog, TaxBy Henssler FinancialSeptember 1, 2021

As a grandparent, if you have custody of your grandchild, you may be eligible for tax breaks.

Growing Retirement Funds Tax Free with a Mega Backdoor Roth IRA

Case Study, Featured, Retirement, TaxBy Editorial TeamAugust 31, 2021

Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to cover a little-known strategy for high-income earners to move a significant amount of retirement funds into Roth accounts for tax-free growth.

In the News: Monthly payments from the IRS—Advance child tax credit

Featured, In The NewsBy Editorial TeamAugust 27, 2021

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that if you’ve had a baby in 2021, that you can still get Advance Child Tax Credit payments.

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