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Author Archives: Editorial Team

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Cash Flow and Student Loan Repayment

Case Study, Education Planning, FeaturedBy Editorial TeamApril 29, 2019

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Michael Griffin, CFP®, to discuss a common situation for young professionals—student loan debt. They discuss repayment options and loan consolidation.

Building a Defensive Portfolio

Investment Selection, VideoBy Editorial TeamApril 26, 2019

Research Analyst Nick Antonucci, CVA, CEPA, discusses downside protection and what investors may want to consider if they seek to reduce the magnitude of a significant market decline in this episode of Casual Finance Friday.

Applying the Ten Year Rule to Your 401(k) Assets

Featured, RetirementBy Editorial TeamApril 26, 2019

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to apply the Henssler Ten Year Rule to your retirement assets if you have a majority or all of your money invested in your 401(k) plan.

The Major Reasons a Virtual CFO Can Help Your Business Thrive

Blog, Business Owner/Self Employed, TaxBy Editorial TeamApril 26, 2019

Does your business need a vCFO? Find out in this week’s Business Tip.

Question of the Week: Can I Refinance my Student Loans?

Blog, Education Planning, Starting OutBy Editorial TeamApril 23, 2019

Henssler Associate Michael Griffin, CFP®, answers our “Money Talks” question of the week, “Can I refinance my student loans?”

Meet the Experts: Peter Lynch

Personal Finance, VideoBy Editorial TeamApril 22, 2019

Henssler Associate Peter Lynch explains why we feel an investor’s allocation should be reflective of their liquidity needs rather than a formula.

Applying the Ten Year Rule to Your 401(k) Assets

Case Study, Featured, Nearing Retirement, RetirementBy Editorial TeamApril 22, 2019

The “Money Talks” experts delve into a situation common to many investors—having all their assets in a company-sponsored retirement plan. They discuss how investors in this situation can apply the Ten-Year Rule to their 401(k) assets when trying to plan for liquidity.

Henssler Donates Caps & Gowns for KSU Graduating Seniors

Featured, In The NewsBy Editorial TeamApril 18, 2019

Left to right: Media Contact: Kelly-Lynne Scalice, Principal: Pat Henssler, CPA, and CARE Services Director: Marcy Stidum APRIL 2019. KENNESAW, Ga.— Henssler Financial is helping four graduating seniors at Kennesaw State University with the cost of their cap and gown for the Spring Commencement ceremony. The financial burden of walking during the commencement ceremony was…

Planning Priorities: Dealing with Aging Parents

Aging/Caring for Aging Parents, Estate, Family Finances, Personal Finance, VideoBy Editorial TeamApril 15, 2019

On this episode of Planning Priorities, Henssler Associate Michael Griffin, CFP®, explains the information you should start gathering with your aging parents. While it may be a heavy task, it’s important to know this information in case you find yourself making critical decisions on their behalf in a moment of crisis.

Living to 100 Means Adjusting Your Plan

Aging/Caring for Aging Parents, Case Study, Featured, RetirementBy Editorial TeamApril 15, 2019

This week on “Money Talks,” your hosts delve take a closer look at how an investor’s desire to be a centenarian affects their financial plan.

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