From above-the-line deductions like HSAs and educator expenses to new below-the-line perks from the One Big Beautiful Bill, understanding your options could save you thousands. Learn how to make the most of standard, itemized, and special deductions this tax season.
The “Henssler Money Talks” hosts tackle a listener’s big question: How do I make sure my money lasts through retirement? We explore how spending shapes your financial plan, the importance of cash flow projections, and why regularly revisiting your plan can keep you on track. Additionally, we share how we determine a client’s “maximum spending” threshold—and what it means if you’re getting too close to that line.
Market ups and downs are inevitable — but your portfolio doesn’t have to take the full hit. Learn how defensive investment strategies like value tilts, low-volatility funds, and dividend stocks can help you manage risk without missing out on growth.
Your team’s remote—but are you reimbursing them the smart way? 💸 One path costs you (and them) in taxes. The other? 100% tax-free. Learn how to set up an accountable plan that keeps everyone happy—and compliant.
The “Henssler Money Talks” hosts dig into the drama of a government shutdown—what sparked it, what really happens when Washington stalls, and what history reveals about the real impact on the economy. We’ll focus on what really matters for your money and discuss the broader consequences along with what it might take to prevent future standoffs.
As seen in the Marietta Daily Journal: Bil Lako, CFP® explains how HSAs give you the power to save for medical costs, invest for the future, and enjoy tax-free growth. Discover why this often-overlooked account deserves a place in your financial plan.
Henssler Financial has been ranked No. 46 on CNBC’s 2025 Financial Advisor 100 list. CNBC’s annual list honors the advisory firms that excel at helping clients make informed decisions and stay on course through every stage of their financial journey.
The Work Opportunity Tax Credit (WOTC) is set to expire after Dec. 31, 2025—unless Congress extends it. That means now may be your last chance to claim significant tax savings while supporting individuals facing barriers to employment.
End-of-life care and funeral expenses can create a heavy financial burden on top of emotional loss. From hospital bills and hospice to funeral arrangements and estate administration, the true costs are often higher than families expect.