Henssler Financial

05/09/2026

https://www.hensslermoneytalks.com/may-9-2026
• Etymology of “Hedge” in Hedge Fund
• Income vs. Return: Understanding Bond Math
• The Rule That Lets You Keep the House—and the Loan
• Will Water ETFs Make a Good Long-Term Investment?
• Why Is Everyone Bearish While the Market Rallies?

05/09/2026

From Water ETFs to Wall Street hedges, this week’s “Henssler Money Talks” covers the trends—and misconceptions—shaping today’s financial landscape.
Tune in Saturday as we break down how bond investors really make money; why sentiment feels worse than the economy looks, and a little-known law affecting inherited homes. Available Saturday wherever you get your podcasts. 🎙️

05/08/2026

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that financial planning isn’t about following formulas. It’s about building a plan around your life, your spending, and your future.

https://ow.ly/so2a50YWwXh

05/07/2026

📣 At Henssler Financial, we believe strong communities are built when people choose to Invest in Others. That’s why we are proud to sponsor The Center for Family Resources’ annual Gala — and even prouder of our team for helping collect 54 bottles of wine valued at $3,500+ to support one of the event's fundraisers! 🍷🙌

Community impact happens when people come together with purpose — and we’re grateful to play a small part in supporting CFR’s mission.

Learn more about CFR and their mission: https://ow.ly/R0Jr50YWjrg

05/07/2026

The IRS isn’t necessarily auditing more—it’s getting better at identifying what to review. 🧾 With expanded data tools and targeted enforcement, consistency and documentation are key.

🔍 Take a closer look at what’s changed and how it may impact you. https://www.henssler.com/the-irs-is-paying-attention-again-why-more-taxpayers-are-getting-notices/

05/06/2026

What if $20 could help you shave time off your debt?
Try adding $20 to one monthly payment—credit card, car loan, or other balance.
If possible, start with the highest-interest debt and apply the extra directly to principal.
Even small additional payments can reduce interest costs and shorten payoff timelines.
Small snowballs can build real momentum.
Thank me later. 🙌

05/06/2026

With recent SALT changes, does pass-through entity elective tax (PTET) still make sense? 📊 In many cases, yes—but it depends on your numbers. 🔍Explore the strategy and when to consider it.

https://www.henssler.com/beat-the-salt-cap-how-ptet-lets-pass-through-owners-reclaim-state-tax-deductions/

05/05/2026

You’ve probably heard it before: “The 60/40 portfolio is dead.”
But here’s the real question—was it ever meant to be the plan in the first place?

Traditional guidelines like 60/40, the 4% rule, or saving 10% of your income are built on averages. And your life? It’s anything but average.

A smarter approach starts with your actual spending, your future needs, and your timeline—not a generic formula.

Take a closer look at how personalized financial planning works: https://www.henssler.com/60-40-didnt-fail-it-just-wasnt-built-for-you/

05/05/2026

From our friends at Henssler Mortgage Advisors:

🏠 Ready When You Are

Buying a home or refinancing doesn’t have to be stressful. We offer competitive fixed rates and guidance every step of the way. 🤝

Start your application at hensslermortgageadvisors.com

05/04/2026

Retirement planning looks different for those who serve on the front lines. 🚒🚓
Henssler Associate Peter Lynch breaks down why first responders often retire earlier than most — and what that means for building a strategy that supports a longer retirement.
Planning ahead isn’t just important — it’s essential.

05/03/2026

What’s the first thing you check in the morning? 📱

We asked our team — and while options like the news, weather, emails, and social media were all in the mix, one answer stood out above the rest…

👉 Notifications took the win.

Whether it’s staying on top of updates or jumping straight into the day, our team knows the importance of being informed and responsive from the start of the day.