In the News: Hidden Heroes of Tax Season: How A Financial Adviser Can Help
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how financial advisers can be your ultimate ally in navigating taxes and maximizing returns.
What to Know About T Plus 1 Trade Settlement
Settlement cycles on U.S. stocks and other securities will shift from two business days to one. Securities affected include stocks, bonds, exchange-traded funds, certain mutual funds, real estate investment trusts, and MLPs traded on U.S. exchanges.
Freshen Your Finances: 10 QuickBooks Spring Cleaning Tips
Spring is here, and it’s not just your home that needs cleaning! Your financial records in QuickBooks could use some tidying too. Check out these tips to freshen up your finances for the new season.
Hidden Heroes of Tax Season: How A Financial Adviser Can Help
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP®, to highlight some of the financial questions and moves investors often have after tax season.
In the News: From ‘I do’ to ‘we will’: How marriage impacts your finances
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, details how marriage changes more than just your relationship status. From shared expenses to retirement planning, learn how to navigate the financial impact of marriage in his latest article.
Navigating Economic Storms: 10 Strategies for Business Survival and Success
Amid the challenges of high interest rates, mounting consumer debt, and fears of a recession lies an opportunity for businesses to not only survive but thrive. We provide 10 actionable tips for success.
Thank You for Voting for Henssler Financial and John Dickson as Best of Cobb!
For the fifth consecutive year, readers of Cobb Life Magazine and the Marietta Daily Journal voted Henssler Financial as Best of Cobb, Investment Firm in the Real Estate and Finance subcategory. John Dickson, CPA, CVA, CFP®, of Henssler CPAs & Advisers, was voted Best Accountant for the fourth year.
FAFSA Glitches Delay College Financial Aid Awards for 2024-25
Due to 2024-25 FAFSA rollout and processing delays, students may receive their college financial aid packages late this spring for the next school year.
From ‘I Do’ to ‘We Will’: How Marriage Impacts Your Finances
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Peter Lynch discuss strategies for a couple who want to make significant strides in saving for their future but don’t know if they should be looking at everything as a whole instead of separate accounts with their own objective.
In the News: Planning your retirement: Balancing social security and investment growth
Bil Lako, CFP®, explains that if you’re not supplementing your retirement withdrawals with your Social Security benefits, that means you will need to have a larger portion of your portfolio in a conservative investment to cover your spending needs.