Portfolio Allocation if a Recession is Around the Corner
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to position your investments so you should not have to sell stocks to cover liquidity needs when the market is falling.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to position your investments so you should not have to sell stocks to cover liquidity needs when the market is falling.
By: Tim O’Pry | Chief Security Officer Another day, another few hundred million accounts compromised. Facebook is the most recent (as of late March 2019). This problem has become so common place that it hardly qualifies as news. What is different about this one is that it wasn’t criminals who broke into Facebook and obtained the data.
You thought you were getting a refund and SURPRISE…You Owe! If you owe the IRS, but can’t pay the bill, we explain your options in this Question of the Week.
Whether you are filing taxes on your own or hiring a tax preparer, you’ll want to make sure you have all of your information organized to make the process of filing your taxes easier. We explain in this Question of the Week.
As part of the recent tax reform, the Tax Cuts and Jobs Act of 2017, the deduction for home mortgage interest and property taxes has undergone substantial alterations. These changes will impact most homeowners who itemize their deductions each year. We explain in this week’s Tax Tip.
With the cost of college continuing to increase year after year, for many families, financial aid can be the deciding factor in whether a child attends the college of his or her choice. We explain how you can compare financial aid packages in this week’s Financial Tip.
This week on “Money Talks,” your hosts look at a couple’s situation where they are five years from retirement and are concerned about the likelihood of a recession in the next three to five years. The experts discuss how the Ten Year Rule would work for them and how to position their investment portfolio.
Before you start putting together an investment portfolio, you should consider a few of these well-recognized guidelines. We explain in this Question of the Week.
MARCH 2019. KENNESAW, Ga.— Henssler Financial is proud to announce that Managing Associate K.C. Smith, CFP®, and Research Analyst Nick Antonucci, CVA, have earned the Certified Exit Planning Advisor (CEPA) designation after completing The Exit Planning Institute’s intensive four-day executive MBA-style program. Smith and Antonucci join an elite group of business advisers who have received this designation and are a part of the Exit Planning Institute’s international community of CEPAs.
To ensure that you get through tax season without unnecessary costs and aggravation, read this week’s Tax Tip for a list of penalties the IRS most frequently assesses against taxpayers.