With Europe’s valuations looking attractive and the euro appearing undervalued, Morgan Stanley envisions European equities outperforming U.S. markets in 2026. The experts from “Henssler Money Talks” examine that outlook, discuss ways to gain exposure to Europe, and consider how global diversification fits into a well-rounded portfolio.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how the temporary senior bonus deduction creates a golden opportunity to rethink your retirement tax strategy, from Roth conversions to charitable giving.
Open enrollment is coming! With health care costs on the rise, now’s the time to review your options, compare plans, and take full advantage of FSAs, HSAs, and other benefits. Read our guide to make smart choices for your wallet and your health.
OCTOBER 2025. KENNESAW, Ga.— Henssler Financial is honored to announce six of its financial planning experts were named to the 2025 Atlanta Five Star Wealth Manager List presented by Five Star Professional. The list of winners was published in the October 2025 issue of Atlanta Magazine.
Seniors, listen up! Starting in 2025, new deductions could mean big tax savings—but only for the next four years. The “Henssler Money Talks” hosts share strategies for those over 65, from Roth conversions to charitable giving tactics. Learn how to make the most of the $6,000 per taxpayer bonus deduction, the senior deduction, and your standard deduction while the window is open.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, answers the million-dollar question, “How do I make sure I don’t run out of money before I die?” Hint: Smart spending, smart planning, lasting security.
Attention savers 50+! The SECURE 2.0 Act just made “catch-up contributions” even bigger—especially if you’re 60–63. But starting in 2026, some high earners will have to make these contributions on a Roth basis.
From above-the-line deductions like HSAs and educator expenses to new below-the-line perks from the One Big Beautiful Bill, understanding your options could save you thousands. Learn how to make the most of standard, itemized, and special deductions this tax season.
The “Henssler Money Talks” hosts tackle a listener’s big question: How do I make sure my money lasts through retirement? We explore how spending shapes your financial plan, the importance of cash flow projections, and why regularly revisiting your plan can keep you on track. Additionally, we share how we determine a client’s “maximum spending” threshold—and what it means if you’re getting too close to that line.
Market ups and downs are inevitable — but your portfolio doesn’t have to take the full hit. Learn how defensive investment strategies like value tilts, low-volatility funds, and dividend stocks can help you manage risk without missing out on growth.