Year-End 2021 Tax Tips
With 2022 fast approaching, we have seven tax tips for you as you weigh potential tax moves before the end of the year.
Inflation, Cash Flow Projections, and Retirement Spending
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Michael Griffin, CFP®, and Financial Planner Adam Stadalius, CFP®, to discuss inflation with this week’s case study. An investor learns he is receiving a meaningful cost of living adjustment in his Social Security benefits; however, he is still concerned that inflation will significantly eat into his retirement income. The financial experts discuss how Henssler factors inflation into a client’s spending projections.
Our Three Cents — Team Spirit
In this episode of “Our Three Cents – Exit Planning Strategies” podcast,, we discuss the importance of assembling a team of experts to help you in your business transition. To achieve maximum value from selling a business you will need help to organize your sale offering, prepare financial and other documents that buyers require, and complete the legal papers that protect you, your business, and your buyer.
In the News: Mitigating sequence risk with the ten year rule
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that one of the biggest risks for any investor is selling assets to generate cash for living expenses when the market is down and how to mitigate this risk.
Usage-Based Auto Insurance Might Provide Savings
Like everything else, the pandemic greatly impacted driving habits. In fact, there was a 55% decrease in the average number of miles driven in 2020. We look closer at usage-based auto insurance policies.
Seven Experts from Henssler Financial Named to Atlanta’s 2021 Five Star Wealth Manager List
OCTOBER 2021. KENNESAW, Ga.— Recognized for their outstanding service, seven financial professionals from Henssler Financial were named to the 2021 Atlanta Five Star Wealth Manager list by Five Star Professional. The list of winners published in the October 2021 issue of Atlanta Magazine.
Medicare Open Enrollment for 2022 Begins October 15
Medicare open enrollment begins Oct 15! Determining what coverage you have now and comparing it to other Medicare plans can be confusing. Here is what you need to know about Open Enrollment.
Education Credits are for Children? Think Again!
If you think that education credits are just for sending your children to college, think again—the credits are available to you, your spouse, and your dependents.
In the News: Henssler Financial Places on CNBC Financial Advisor 100 List for Second Year
OCTOBER 2021, KENNESAW, Ga.— Henssler Financial ranks at No. 64 on CNBC’s 2021 Financial Adviser 100 list, published on Oct. 6, 2021. The list celebrates the advisory firms that play a major role in helping clients grow and protect their wealth. The CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives.
Mitigating Sequence Risk With the Ten Year Rule
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Senior Financial Planner Josh Weidie, CWS® to discuss a common investor worry—the fear of retiring in a down market. They cover sequence risk and how the Henssler Ten Year Rule mitigates it.