Tips for Recently Married Taxpayers
Did you send the IRS a wedding invite? Even if you did, you still need to make some changes now that you’re married. View a list of things to do in this week’s Tax Tip.
Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk
Ever hear “Too much of a good thing?” It’s true for a lot of things, including company stock you own. We explain in this week’s Financial Tip.
Protecting Your Identity After a Security Breach
With the Equifax data breach still dominating headlines, hosts Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate, Jarrett McKenzie, CFP®, CWS®, take a look at protecting your information, and what to do if you discover your data has been compromised.
Market Roundup: Dow and S&P Close at Record Levels as Fed Maintains Rates
Indices ended trading with gains on Monday with both the Dow Jones Industrial Average and S&P 500 index closing at new records. Indices closed in the green zone again on Tuesday with advances made in the Telecommunications, Financials, and Technology sectors.
Question of the Week: Marrying Someone with Bad Credit
Henssler Associate, Melanie Wells, CFP®, explains how to tackle the issue if your future spouse has bad credit.
How to Identify When You Need an Accounting Pro
Business Owner Pro Tip: It is cheaper to hire an accounting professional today before things get out of hand tomorrow. We explain in this week’s Business Tip.
Did You Have to Repay Part of Your Obamacare Subsidy and Don’t Know Why?
Obamacare included a subsidy for low income families, but some find they have to repay part of the subsidy. Learn why in this week’s Insurance Tip.
Hurricane Harvey Tax Ramifications
If you suffered a loss as a result of Hurricane Harvey, you may be eligible for a tax deduction. Read more in this week’s Tax Tip.
From Data Breaches to Ransomware: How to Avoid Becoming the Victim of a Cybercrime
Last year U.S. data breaches increased 40%. Learn how to lessen your chances of being a victim of cybercrime in this week’s Financial Tip.
Life Insurance Needs Change Throughout your Lifetime
This week, Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K.C. Smith, CFP®, are joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, who brings a conversation about life insurance and how your needs may change from being single with group coverage through your employer to needing more because of personal responsibilities such as a family and a home.