Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains why understanding your retirement income needs is critical for a secure financial future, as Social Security is designed to cover only 40% of your pre-retirement income.
Did you know the IRS charges an 8% penalty on underpaid estimated taxes in 2024? Managing your estimated payments is critical, especially with fluctuating income or unexpected gains.
Wrap up the year strong with a financial check-up for your business! A year-end review is more than a routine task—it’s a chance to boost profitability, improve cash flow, and set the stage for growth in the coming year.
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss investors’ fears regarding income planning during retirement. They explain how Henssler Financial determines how retirees should tap their savings for spending purposes.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP® explains year-end strategic steps to consider based on your unique financial situation, including managing RMDs to tax-loss harvesting, charitable giving, and Roth conversions.
Did you know life insurance can be a powerful tool for charitable giving? By naming a charity as the beneficiary, you can make a meaningful gift that may also provide tax benefits.
For the fourth consecutive year, Henssler Financial has been included on CNBC’s Financial Adviser 100 list, published on Oct. 2, 2024. CNBC’s annual list recognizes those advisory firms that best help clients navigate their financial lives.
Thinking about hiring household help? From nannies to gardeners, employing household staff comes with important responsibilities—especially around payroll and taxes. Learn about worker classification, payroll requirements, tax implications, and how to stay compliant.
Senior Associate Michael Griffin, CFP®, Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, CPA/ABV, join forces to discuss key financial and tax year-end moves that investors should consider to finish 2024 on the right foot.