Senior Consultant Retirement Services Scott Brown, CFS®, answers the frequently asked question, “Should I roll over my old 401(k) into my current plan, leave it, or roll it to an IRA?” This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy.…
April 15th may be long gone, but the IRS is still sending out audit letters. We explain what you need to do if you receive one in this week’s Tax Tip.
This week on “Money Talks,” the experts share advice on how to hold and title rental properties to minimize the liability risk to your other assets.
If you’re the parent or grandparent of a current or prospective college student, you might be interested to learn what’s new in the world of higher education. We walk you through the highlights in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to coordinate tax credits for higher education when using 529 Plan assets to pay for college. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable…
Equifax reached a settlement agreement in the class-action suit from the 2017 data breach. If you are eligible, you can file online, taking approximately two minutes to submit your claim. You can choose to receive free credit monitoring or a cash payment (up to $125, but more if you incurred expenses in dealing with problems associated with the breach, up to $20k).
Starting a small business can be one of the most exciting and rewarding events in your life. But it can also be extremely stressful. We list 10 questions to ask yourself before you take the leap in this week’s Business Tip.
If you are in the market for a new car, you may be contemplating buying or leasing. How do you determine which option is right for you? We list four questions to ask yourself in this Question of the Week.
Private family foundations are typically founded by high net worth individuals and families who want to maintain a high degree of control over their charitable legacies, and are willing to assume significant costs and responsibilities, and adhere to strict rules and requirements. Learn more about them in this week’s Financial Tip.
The Henssler Research Analysts are closely watching U.S. Manufacturing, Brexit negotiations, and the Federal Reserve during August.