Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Giuliana Barbagelata, CFP® to advise an investor who recently split from her partner and knows nothing about her IRA—how much she’s contributed, what she’s invested in, and what she can do with the account.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that with there are many factors in the near future that could impact your financial picture. While we can’t predict new laws, now is the time to review your estate plans and consider gifting strategies.
Baby Boomer business owners: Is your business ready for the future? As you approach retirement, succession planning is key to ensuring the legacy and success of your company.
The compliance deadline for the Corporate Transparency Act (CTA) is fast approaching! Small and medium-sized businesses must act now to meet the new requirements. The CTA mandates reporting beneficial ownership information to FinCEN to increase corporate transparency and combat financial crimes.
Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress.
Henssler Financial has been named a Top Workplace by The Atlanta Journal-Constitution at its 14th annual Top Workplaces event. Henssler ranked 64th among the 77 small companies that made the list.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how to protect loved ones from financial strain should the primary bill-paying spouse pass away.
As Intuit shifts to cloud-based solutions, it’s time to consider moving to QuickBooks Online for better flexibility, collaboration, and access. Learn how to future-proof your business before QuickBooks Desktop is discontinued in 2025.
Henssler Financial ranked No. 157 on Financial Advisor Magazine’s 2024 Registered Investment Advisors (RIA) Survey & Ranking list. The annual list ranks firms nationwide based on total assets under management (AUM) for the year ending in 2023.
Choosing the right Medicare plan can be confusing, but it’s crucial for your health and finances. Learn the key differences between Original Medicare and Medicare Advantage, and find out when you can make changes to your coverage.