In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you can profit from your business, minimize your capital gains, and benefit a charity by creating a charitable trust. 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.…
We tease that the Tax Cuts and Jobs Act was the employment act for accountants…it’s funny because it’s true, especially when it comes to choosing your accounting method for businesses. Find out why in this week’s Business Tip.
Henssler Managing Associate K.C. Smith, CFP®, describes how our clients gain peace of mind with the cohesive approach to financial planning we provide.
Indices closed with gains on Thursday. Stocks stepped up on a variety of news. U.S. GDP growth slowed slightly in the first quarter. Real GDP grew 2% versus 2.9% in the fourth quarter and the 2.2% and 2.3% growth reported for the prior two months.
Making one debt payment instead of many may help you keep your debt under better control, but you may end up paying more in interest over time. We explain in this Question of the Week.
Indices closed in red territory on Wednesday. Financial brands led the way lower on the S&P 500 amid continued trade tussling.
Now that the fog of 2017’s taxes are behind you, did you talk to your C.P.A. about 2018? Some significant rules have changed, especially itemized deductions. Better take a look at your taxes now! We explain in this week’s Tax Tip.
IRAs were meant to fund your retirement, so the IRS penalizes you if you withdraw from your account prior to age 59½. Learn the details in this week’s Financial Tip.
Brands such as Boeing and Intel stood out among decliners on Monday. Indices closed in red territory as trade tensions ramped up.
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss the latest Consumer Sentiment according to the University of Michigan, housing news and the week’s market action. K.C. and Jarrett discuss legacy planning using a charitable remainder trust. They also talk about how investors can further control their charitable gifts by combining a charitable remainder trust with a donor advised fund. The Henssler Experts also answer a variety of listeners’ questions, including a follow-up to last week’s discussion on health savings accounts, GE’s stake in Baker Hughes, mature tech stocks, and whether one can undo a Roth IRA conversion.