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Author Archives: Editorial Team

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Mixing It Up: Asset Allocation and Diversification

Blog, Investment Selection, Starting OutBy Editorial TeamJuly 18, 2024

Asset allocation and diversification are key to managing investment risk. Discover how a strategic mix of stocks, bonds, and cash alternatives can help stabilize your investments.

Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes

Blog, Tax, Your HomeBy Editorial TeamJuly 17, 2024

With home prices skyrocketing, the current principal residence capital gains exclusion can be restrictive. Learn how to reduce your tax burden when selling your home in 2024

Six Reasons to Work with a Financial Professional

Personal Finance, Starting Out, VideoBy Editorial TeamJuly 16, 2024

Life events usually equal money events! From marriage to retirement, big life changes often come with important financial decisions. Henssler Financial Senior Associate Michael Griffin, CFP®, provides six reasons how a financial professional can help you navigate your financial future.

Retirement Planning: Leveraging Net Unrealized Appreciation for Tax Savings

Case Study, Featured, Investment Selection, Retirement, TaxBy Editorial TeamJuly 16, 2024

Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Josh Weidie, CFP®, CWS®, discuss an investor with a significant retirement balance in his company’s stock. They cover when the net unrealized appreciation strategy may be applicable.

Henssler Financial Announces Jacki Osborne as New Chief Financial Officer

In The NewsBy Editorial TeamJuly 12, 2024

Henssler Financial is proud to promote Jacki Osborne to Chief Financial Officer. Ms. Osborne has been an integral part of the Kennesaw financial firm for 13 years, demonstrating exceptional leadership and a deep understanding of the firm’s financial operations.

In the News: Market timing or strategic investing: Building a resilient portfolio

Featured, In The NewsBy Editorial TeamJuly 12, 2024

As seen in the Marietta Daily Journal: Bil Lako, CFP®, discusses using indicators to time trades perfectly, versus focusing on long-term investing, dollar cost averaging, and building a diversified portfolio tailored to your goals and risk tolerance.

Guarding Your Refund: The Complicated World of Tax-Related Identity Theft

Blog, Cybersecurity, TaxBy Editorial TeamJuly 11, 2024

Tax season should be about reclaiming your hard-earned money, not dealing with identity theft. Learn to recognize the red flags and take immediate action to secure your financial well-being.

A Guide to Maximizing Tax Deductions for Small-Business Owners

Blog, Business Owner/Self Employed, TaxBy Editorial TeamJuly 10, 2024

Tax Tips for Small Business Owners! Maximize your deductions and minimize your tax liability with our comprehensive guide. Learn how effective tax planning can boost your bottom line and keep your business thriving.

Market Timing or Strategic Investing: Building a Resilient Portfolio

Blog, Economy/Stock Market, Investment SelectionBy Editorial TeamJuly 9, 2024

Trying to time the market is a gamble—predicting the bottom and the peak is nearly impossible. Instead, we recommend focus on strong fundamentals and strategic portfolio design.

Henssler Financial’s Philanthropy Efforts Earn Bob Prillaman Award from KSU Foundation

In The NewsBy Editorial TeamJuly 8, 2024

Henssler Financial is honored to receive the Bob Prillaman Award for Outstanding Corporate Community Philanthropy from the Kennesaw State University Foundation.

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