Tax & Business Consultant
Did you take on a large amount of debt to pay for college, and are you struggling to pay it off? If so, you are not alone. According to the Federal Reserve, 20% of individuals with outstanding student loans were behind on their payments in 2017.1 You may want to consider requesting a deferment or…
The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning. Tax Deduction for Charitable Gifts If you itemize deductions on your federal income tax return, you can generally deduct your gifts to qualified charities. This may also help you potentially…
Download BioNotable11 Years of Financial Services ExperienceContact(678) 797-3773Email CarsonCathal Carson Financial Planner Cathal Carson is a Financial Planner in the Planning & Implementation Department. His responsibilities include assisting Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, reviewing client asset allocation and cash flow projections, and client services support duties, including processing client…
If you’re a small-business owner, you probably pour your heart, soul, and nearly all your money into your business. When it comes to retirement planning, do you cross your fingers and hope your business will provide the nest egg you’ll need to live comfortably? What if you become ill and have to sell your business…
Download BioNotableCERTIFIED FINANCIAL PLANNER™ Certificant9 Years of Financial Services ExperienceMember of Financial Planning Association2024 Atlanta Five Star Wealth ManagerContact(678) 797-3792Email MichaelMichael Coelho, CFP® Associate Michael Coelho, CFP®, is an Associate at Henssler Financial. Having joined the firm in June 2024, Mr. Coelho creates customized financial plans for individual clients, focusing on their goals and helping…
Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Director of Insurance Planning, Jim Crone, CLU®, CFS, who brings his insight to insurance planning and taking a closer look at your term life policies that are about to expire.
CFP® , CRPC® – Associate
Financial Planner
Bil Lako, CFP®, explains that if you own stocks or mutual funds, there are some moves at year-end that might help your financial situation.
