Henssler Donates Caps & Gowns for KSU Graduating Seniors

Left to right: Media Contact: Kelly-Lynne Scalice, Principal: Pat Henssler, CPA, and CARE Services Director: Marcy Stidum APRIL 2019. KENNESAW, Ga.— Henssler Financial is helping four graduating seniors at Kennesaw State University with the cost of their cap and gown for the Spring Commencement ceremony. The financial burden of walking during the commencement ceremony was…

Henssler Financial Experts Earn Exit Planning Designation

MARCH 2019. KENNESAW, Ga.— Henssler Financial is proud to announce that Managing Associate K.C. Smith, CFP®, and Research Analyst Nick Antonucci, CVA, have earned the Certified Exit Planning Advisor (CEPA) designation after completing The Exit Planning Institute’s intensive four-day executive MBA-style program. Smith and Antonucci join an elite group of business advisers who have received this designation and are a part of the Exit Planning Institute’s international community of CEPAs.

Seniors Who No Longer Itemize May Benefit from Using QCDs

In today’s Marietta Daily Journal, Bil Lako, CFP® explains how a qualified charitable distribution can provide a significant savings over giving to charity after tax, as charitable deductions are “below the line” deductions. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a…

Target-Date Funds May Not Fulfill Your Retirement Needs

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how target-date funds may work for a younger investor who has no intention of allocating their 401(k) contributions, they don’t often work for someone approaching retirement. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments,…