Roth IRA Conversion for Seniors
If you don’t need your IRA for living expenses, should you convert it to a Roth so that it will pass to your heirs?
Tax Court Says One Tax-Free Rollover per Year Means Just That
Tax Court tightens “One Tax-Free Rollover Per Year” rule with new ruling in case. Learn more in this Financial Tip.
Double Taxation and Foreign Tax Credits
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how the U.S. tax code provides a tax credit for foreign taxes paid. Read the Article
Tax Considerations Influencing Choice of Entity
If your business is instituting or expanding a fringe benefit program, you may need to re-evaluate your business entity. Learn more in this week’s Business Tip.
Kennesaw State signs Henssler Financial as Athletics Sponsor
KENNESAW, Ga. (February 27, 2014) – The Kennesaw State University Department of Athletics and Henssler Financial announced today a multi-year agreement that will provide significant financial support to KSU’s Department of Athletics and its student-athletes.
Homeowners Insurance: Replacement Cost
Receipts and photos of your household inventory can help your insurance company determine replacement costs. Read all about it in this week’s Insurance Tip.
Ted Parrish, CFA, on Chuck Jaffe's "Money Life Show"
Ted Parrish, CFA, joins Chuck Jaffe on Money Life Show to discuss our investment strategy and offers some stock picks. Listen to the Interview.
Ted Parrish, CFA, on Chuck Jaffe’s “Money Life Show”
Ted Parrish, CFA, joins Chuck Jaffe on Money Life Show to discuss our investment strategy and offers some stock picks. Listen to the Interview.
Revising Your W-4? Seek Professional Advice First
Determining the number of exemptions to claim on your W-4 can be tricky. Seek help before you make changes. We explain in this Tax Tip.
Teaching Your Teen about Money
Thinking of giving your teen a credit card for emergencies? Teach them about money and how to handle it first. Learn how in this week’s Financial Tip.