As seen in the Marietta Daily Journal: Escrow accounts offer convenience, but waiving escrow gives you more control. Which approach is right for your mortgage? Bil Lako, CFP® explores the trade-offs between peace of mind and financial flexibility in our latest blog.
Every dollar matters when you’re running a small business — and missed tax deductions are missed opportunities for growth. From home office expenses to bonus depreciation, smart tax planning in 2025 can strengthen your cash flow and set your business up for long-term success.
Pets bring love and joy to millions of households—but they also come with rising costs. With expenses for dogs and cats climbing year after year, it’s important to factor pet care into your household budget.
It’s that time of year when property tax bills hit mailboxes—and homeowners feel the pinch. That sparked a bigger conversation among the Henssler Money Talks hosts: Should you manage your own insurance and tax payments, or let your lender handle it through an escrow account? We’ll unpack how escrow really works, the buffers mortgage companies require, and whether handling it yourself could save you money.
As seen in the Marietta Daily Journal: Restricted stock can boost your compensation, but without tax planning it may shrink your paycheck. Bil Lako, CFP® explains the differences between RSUs and RSAs and what they mean for your taxes.
Overtime just got a tax break. The One Big Beautiful Bill Act introduces a new deduction for qualified overtime pay—but it’s not as simple as it sounds. Here’s what workers & taxpayers need to know.
An Employee Stock Ownership Plan (ESOP) can help business owners transition out while rewarding loyal employees with a real stake in the company’s future. Explore how ESOPs work, their tax benefits, and why they might be the right fit for your business.
Henssler Financial has been awarded a Top Workplaces 2025 honor, ranking No. 34 among Top Small Workplaces, by The Atlanta Journal-Constitution and Top Workplaces.
Stock compensation can be a powerful wealth-building tool, but it’s also packed with tricky tax questions. The “Henssler Money Talks” hosts tackle a real-world restricted stock scenario: If taxes are withheld at grant date, but you won’t receive the stock until it vests—and you know you’ll retire before some of those shares vest—should you accept them anyway? Or is it smarter to walk away from stock you’ll never see? We break down how restricted stock works, the tax implications, and strategies to consider when your career timeline clashes with your vesting schedule.
As seen in this week’s Marietta Daily Journal: An annuity might sound like the perfect fix for your retirement worries—but is it really? Before you lock away your money, Bil Lako, CFP®, explains the pros, cons, and the real story on QLACs.