Is Bunching Right for You?
Are your itemized deductions typically roughly equal to the new standard deduction amount? If so, think about using a tax strategy known as bunching. Learn more in this week’s Tax Tip.
Top Economist Roger Tutterow Named Henssler Financial Endowed Chair
Congratulations to Roger Tutterow, Ph.D., who was appointed as the Henssler Financial Endowed Chair at Kennesaw State University.
Changing Jobs? Know Your 401(k) Options
No matter how you leave your job, you’ll be entitled to your vested 401(k) balance. What you do next with your money has different tax consequences. We explain in this week’s Financial Tip.
Planning Priorities: The Ten Year Rule
Bil Lako, CFP®, explains Henssler Financial’s comprehensive financial planning strategy, The Ten Year Rule.
Stocks are a Long-Term Investment; Short-Term Volatility Shouldn’t Matter
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss portfolio selection, keeping a long-term view of your investments, and sticking with your investment strategy, especially during market volatility.
Market Roundup: Stocks Closed Higher by Week’s End, But Volatility Continues
Stocks kicked off the week strong with all eleven sectors finishing Monday higher and more than half rising at least 1%. Investors brushed off the multi-national missile strike against Syria, instead devoting their attention toward corporate earnings and economic releases. The Dow Jones Industrial Average rose 0.87%, to settle at…
Market Volatility Can Provide a Planning Opportunity
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that during volatile market movements, you don’t have to change your portfolio, but you do have an opportunity to use volatility to your advantage.
Should I buy a home or continue renting?
“To rent or to own,” that is the question! Each has its advantages. On one hand you have the ease of relocating, on the other, equity! We explain in this week’s Question of the Week.
Tax Reform Puts a Cap on Deducting Business Losses
Let’s be clear. Business losses are allowed in 2018. “Excessive business losses” are treated as net operating losses. Learn more in this week’s Business Tip.
Checking Your Federal Refund Status Is Easy
Nine out of 10 taxpayers typically receive refunds in fewer than 21 days when they use e-file with direct deposit. Where is your refund? Learn how to find out in this week’s Tax Tip.