Using QuickBooks’ Income Tracker
QuickBooks provides numerous ways to learn about your company’s health. Income Tracker is one of the most effective. We explain in this QuickBooks Tip.
Seven Experts from Henssler Financial Named to Atlanta’s Five Star Wealth Manager List
Celebrated for their outstanding work, seven associates from Henssler Financial received the 2017 Five Star Wealth Manager award by Five Star Professional. The list of winners published in the October issue of Atlanta Magazine.
Henssler Financial’s Marathon Month Nets More than $1,500 for The Center for Family Resources
Henssler challenges staff to Marathon Month with proceeds going to The Center for Family Resources.
Natural Disaster Charity Volunteer Tax Breaks
If you volunteered for a charity in the aftermath of Hurricane Harvey or Irma, you may qualify for some tax breaks. Learn more in this week’s Tax Tip.
Taking Advantage of Employer-Sponsored Retirement Plans
If you can’t max out your 401(k), you should at least try to contribute up to the limit your employer will match. Learn why in this week’s Financial Tip.
Financial Issues When One Spouse Chooses to Retire Early
Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss some of the issues married couples may run into when one spouse retires and the other spouse continues to work.
Market Roundup: Friday’s Rally Pushed Flat Week into Green Zone for Major Indices
Coming off a mixed jobs report from the previous Friday, the markets experienced directionless trading on Monday. By the closing bell, the major indices were firmly in the red. Reversing course, stocks closed Tuesday’s trading session with gains, as the Dow Jones Industrial Average hit a new record level.
In the News: When to Take Social Security Starts with Your Financial Needs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how the decision to take Social Security comes back to your financial plan. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may…
Understanding Individual 401(k) Plans
In many cases, an individual 401(k) plan may offer a better combination of benefits than SEP or SIMPLE plans. Learn more in this week’s Business Tip.
Avoid Being Scammed by Fake Hurricane Charities
Check out your hurricane relief charities before you donate! Fraudsters will solicit on behalf of a fake charity. We explain in this special Tax Tip.