A Parent-Child Conversation About College Costs
Is your child around 17 years old? Time to have the talk….the talk about the Cost of College, and what it means to borrow money. We explain in this week’s Financial Tip.
Planning Priorities: Retirement Spending Strategies
Henssler Managing Associate K.C. Smith, CFP®, explains our philosophy when it comes to spending down your retirement assets.
Direct Your State Taxes to Rural Hospitals and Receive a Charitable Donation Deduction
Tax Manager John Dickson, C.P.A., CVA, CFP®, joins Troy Harmon, CFA, CVA, and K.C. Smith, CFP®, to share some unique tax opportunities for Georgia residents: Georgia Film Credits and Georgia’s Rural Hospital Tax Credit. He explains the benefits of applying for tax credits and how the Rural Hospital Tax Credit can also qualify for a charitable deduction on your federal return.
Market Roundup: Moderate Trading as Investors Moved Away from Stocks
The Dow Jones Industrial Average kicked off the week with its eighth consecutive day of gains as trade tensions between the United States and China have eased. Both the S&P 500 Index and the NASDAQ Composite also posted gains. The ease was short-lived as Stocks slipped amid trade, growth, and geopolitical stress, closing in the red on Tuesday.
In the News: The Need for Life Insurance is as Unique as Your Financial Plan
In today’s Marietta Daily Journal: Bil Lako, CFP®, explains while we prefer to see companies invest in more innovation, research and development, and new product offerings, that stock buyback programs are not a bad thing. Read the Article
Business Valuations: Forever is a Long Time!
When valuing a business, the calculations may assume the business will grow at a steady rate forever—and that’s a bold assumption! Read why in this week’s Business Tip.
Is Buying an Extended Warranty Worth It?
When you bought a computer from the big-box store, did the cashier try to sell you an extended warranty? Find out if it’s worth it in this week’s Question of the Week.
Tax Reform: Generation-Skipping Transfer Tax
An individual can protect up to $11.18 million from the generation-skipping transfer tax, but unlike estate tax, it’s not portable between spouses. We explain in this week’s Tax Tip.
Quiz: Can You Answer These Social Security Benefit Questions?
Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income? Take this quiz to learn more.
The Need for Life Insurance Is as Unique as Your Financial Plan
Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to talk about a common question for most investors, “How much life insurance should I have?” The planners’ conversation covers how life insurance protects the financial plan and can help ensure goals are met even if something unfortunate should happen.