Medicare Open Enrollment is here! Now’s the time to review your coverage and make sure it fits your needs and budget for 2025. From switching plans to new cost caps on prescription drugs, learn about your options and key updates before the December 7 deadline.
Bringing on seasonal employees for the busy season? Don’t forget about payroll tax obligations! Learn how to stay compliant with essential tips on managing payroll taxes, proper worker classification, and more.
Honored for their outstanding service, seven associates from Henssler Financial were named to the 2024 Five Star Wealth Manager list for Atlanta by Five Star Professional. The list of winners was published in the October 2024 issue of Atlanta Magazine.
Director of Investments Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP ®, and Associate Peter Lynch to advise a couple who want to create a legacy of philanthropy with their assets. They discuss donor-advised funds, family foundations, and giving with life insurance.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why your 40s and 50s are the perfect time to reassess your goals and catch up on retirement savings. Learn why a review is key to optimizing your strategy for the future.
Long-term care expenses can be a major financial concern in retirement, but there are ways to plan ahead. From hybrid life insurance policies with LTC coverage to adding LTC riders to life insurance, there are alternatives to traditional LTC insurance. Explore the options to see what works best for you.
If you’ve been impacted by Hurricane Helene, Hurricane Milton, or any recent federally declared disaster, it may be easier than you think to access your retirement savings for recovery. Learn about penalty-free disaster recovery distributions and plan loans from retirement accounts.
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Director of Investments Jacob Keen, CFA, to break down when investors should consider engaging with a financial adviser and how they can “test drive” their retirement plan.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains the big changes that are coming to your retirement plans in 2025! From increased 401(k) catch-up contributions to new automatic enrollment rules, the SECURE 2.0 Act is set to impact how you save for the future.
As a business owner, planning for your retirement is entirely in your hands. Contributing to tax-deferred accounts like a Solo 401(k) or SEP IRA can help secure your future and reduce your taxable income.