Director of Investments Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP ®, and Associate Peter Lynch to advise a couple who want to create a legacy of philanthropy with their assets. They discuss donor-advised funds, family foundations, and giving with life insurance.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why your 40s and 50s are the perfect time to reassess your goals and catch up on retirement savings. Learn why a review is key to optimizing your strategy for the future.
Long-term care expenses can be a major financial concern in retirement, but there are ways to plan ahead. From hybrid life insurance policies with LTC coverage to adding LTC riders to life insurance, there are alternatives to traditional LTC insurance. Explore the options to see what works best for you.
If you’ve been impacted by Hurricane Helene, Hurricane Milton, or any recent federally declared disaster, it may be easier than you think to access your retirement savings for recovery. Learn about penalty-free disaster recovery distributions and plan loans from retirement accounts.
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Director of Investments Jacob Keen, CFA, to break down when investors should consider engaging with a financial adviser and how they can “test drive” their retirement plan.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains the big changes that are coming to your retirement plans in 2025! From increased 401(k) catch-up contributions to new automatic enrollment rules, the SECURE 2.0 Act is set to impact how you save for the future.
As a business owner, planning for your retirement is entirely in your hands. Contributing to tax-deferred accounts like a Solo 401(k) or SEP IRA can help secure your future and reduce your taxable income.
The FAFSA for the 2025–2026 school year will open on December 1. From understanding the Student Aid Index to creating your FSA ID, we’ve got tips to help you navigate the process smoothly.
Henssler Financial is pleased to announce the promotions of Nick Antonucci, CVA, CEPA, to Director of Research, and Jacob Keen, CFA, to Director of Investments. Both bring a wealth of experience and leadership to their new roles, further strengthening the firm’s commitment to delivering top-tier financial insights and investment strategies.
In this episode of Planning Priorities, Henssler Director of Research Nick Antonucci, CVA, CEPA, shares six essential tips to help you maximize gains and minimize losses. From the power of compounding to the importance of diversification, these principles can guide you toward better investment decisions.