Would You Be Prepared for an Unplanned Early Retirement?
Nearly half of retirees leave the workforce earlier than planned—many due to company changes or hardships like disability. Are you financially prepared for the unexpected?
In the News: Turn your tax liability into community support with tax credits
As seen in the Marietta Daily Journal: Bil Lako, CFP®, discusses Georgia’s unique tax credits that let you support meaningful causes like rural hospitals and law enforcement foundations—all while offsetting your state tax liability dollar-for-dollar.
College Costs for 2024-2025 March Higher
College costs are on the rise! Discover key 2024–2025 trends, insights into net price calculators, and what the FAFSA delays mean for you.
Gifting with Purpose: Maximize the Impact of Your Gifts
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.
In the News: Protected income and sustainable retirement spending
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.
Beware: The Dangers of Underpayment Penalties That Could Cost You Big This Tax Season
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.
How to Prepare for Your Year-End Financial Review: A Guide for SMBs
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.
Protected Income and Sustainable Retirement Spending
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.
In the News: Close out 2024 with these key financial actions
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.
Charitable Gifts of Life Insurance
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.