In the News: Avoid financial isolation: A plan for surviving spouses
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how to protect loved ones from financial strain should the primary bill-paying spouse pass away.
The QuickBooks Desktop Phase Out: How QuickBooks Online Will Future-Proof Your Business
As Intuit shifts to cloud-based solutions, it’s time to consider moving to QuickBooks Online for better flexibility, collaboration, and access. Learn how to future-proof your business before QuickBooks Desktop is discontinued in 2025.
Henssler Financial Ranks at 157 on Financial Advisor Magazine’s List of RIA Firms
Henssler Financial ranked No. 157 on Financial Advisor Magazine’s 2024 Registered Investment Advisors (RIA) Survey & Ranking list. The annual list ranks firms nationwide based on total assets under management (AUM) for the year ending in 2023.
Do You Know Your Medicare Coverage Options?
Choosing the right Medicare plan can be confusing, but it’s crucial for your health and finances. Learn the key differences between Original Medicare and Medicare Advantage, and find out when you can make changes to your coverage.
Avoid Financial Isolation: A Plan for Surviving Spouses
The “Henssler Money Talks” hosts advise a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in meetings with their trusted advisers.
In the News: When playing it safe backfires: How too much cash can hurt retirement
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that playing it too safe with cash puts long-term financial security at risk. He explores the hidden risks of holding too much cash and how to strike the right balance.
If You Don’t Have a Will Yet, Why Not?
Think having a will can wait? 64% of Americans agree it’s important, but only 32% have one. 📝 We look at four common reasons people put it off—and why now is the perfect time to start your estate planning.
After a Massive Breach, Is Your Data in Danger?
Be aware that after a data breach, scammers may step up impersonation attempts, even if they don’t actually have access to stolen data. However, government agencies will never send you an email or call you to ask you to verify your Social Security number or provide or update your personal information.
When Playing It Safe Backfires: How Too Much Cash Can Hurt Retirement
Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, in a discussion about investors who have nearly 70% of their portfolio in money markets and other cash equivalents. They discuss locking in returns with bonds and how we would apply the Ten Year Rule to their situation.
Best Practices for Hiring: Red Flags to Watch Out For
Hiring the right talent is crucial for small and medium-sized businesses. A bad hire can cost you time, money, and impact your team dynamics. Learn how to spot red flags during the hiring process and ensure you’re building a team that aligns with your company’s values and goals.