What’s New for 2025?
New year, new changes! We look at 5 key updates coming in the new year that could impact your finances. Stay informed and prepared for 2025!
Understanding the Role of Alternatives in Today’s Investment Landscape
Director of Research Nick Antonucci, CVA, CEPA, and Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, share insights about alternative investments and how they can work in a relatively conservative portfolio. They also elaborated on the pros and cons of holding alternative investments.
In the News: Year-end portfolio moves: Rebalancing strategies to stay on track
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that as the year comes to a close, it’s the perfect opportunity to review your portfolio. Rebalancing ensures your portfolio stays on track, even after a year of market ups and downs.
Financial Safety Nets: Exploring Available Sources of Emergency Funds
When life throws unexpected expenses your way—like medical bills, car repairs, or job loss—having access to emergency funds can make all the difference.
In the News: Retirement literacy gap: Why planning is more important than ever
As seen in the Marietta Daily Journal: Bil Lako, CFP®, takes a look at Retirement Literacy. With an average score of just 31% out of 100 on topics like inflation, Social Security, and investments, it’s clear that planning for retirement isn’t as simple as it seems.
Amazon and QuickBooks Announce Team Up to Simplify Finances for Sellers
Amazon and QuickBooks are teaming up to simplify financial management for third-party sellers. This powerful partnership will sync sales data, simplify tax prep, and provide real-time insights.
Three Market-Moving Economic Indicators to Watch
Three key reports—The Employment Situation, Gross Domestic Product (GDP), and Personal Income and Outlays—can significantly impact market performance. Understanding these reports can help you make informed financial decisions
Retirement Literacy Gap: Why Planning Is More Important Than Ever
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, CEPA. The team shares their insights on the Retirement Income Literacy Quiz, focusing on areas where investors lack the most knowledge.
In the News: Retirement planning: Managing market risks and ensuring financial stability
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how market downturns in your early retirement years can pose serious risks to your portfolio and how to mitigate this risk.
In the News: Henssler Financial Makes Statewide Mark with Best of Georgia Honorable Mention
DECEMBER 2024. KENNESAW, Ga.— For the first time, Henssler Financial received an Honorable Mention in the Georgia Business Journal’s Best of Georgia Awards for 2024.