Working with an Advisory Team
For a successful business, surround yourself with expert advisers. We offer a list of considerations for your team in this week’s Business Tip.
Using Life Insurance Riders to Pay for Long-Term Care
A rider on your life insurance policy can allow you to tap into death benefit funds should you need long-term care. Learn more in this week’s Insurance Tip.
In the News: Elevation Restaurant and Henssler Financial are supplying nutritious meals for the youth at the Kennesaw Teen Center
Elevation Restaurant and Henssler supply meals for the youth at the Kennesaw Teen Center.
Using Direct Deposit is a Smarter Option for your Refund
Direct deposit of your federal tax refund offers many benefits. Learn why it is safe, secure and what options you have in this week’s Tax Tip.
Funding Private Elementary/Secondary School
Your child’s private school tuition likely has to come out of your own pocket. We offer a list of options to consider in this week’s Financial Tip.
In the News: Letters from IRS are Legitimate
Both the IRS and the Georgia Department of Revenue are taking measures to confirm your identity. Bil Lako, CFP explains in today’s Marietta Daily Journal.
Business Life Cycles and Business Planning
As your small business reaches the different stages of business life cycle, planning and goal setting must evolve as well. Read more in this week’s Business Tip.
Insurance Needs in Retirement
As you age your insurance needs change. If you retire healthy, you’ll want insurance that will help you stay that way. Learn more in this week’s Insurance Tip.
Those Gold Sales May Be Taxable
If you sold your gold you’ll have to report your gains on your tax return. Careful! Some gold is considered a collectible. Learn more in this week’s Tax Tip.
Deciding What to Do with Your 401(k) Plan When You Change Jobs
Leaving your job? Consider what you’ll do with your 401(k) carefully, as some can carry severe tax consequences. Read more in this week’s Financial Tip.