4 Steps to Rebuilding Your Business
The short- and mid-term outlook for small businesses is still uncertain. We provide four steps to help you visualize what recovery might look like for your business as the economy inches toward normalcy.
Sequence Risk: Preparing to Retire in a Down Market
Market losses on the front end of retirement could have an outsize effect on the income you receive from your portfolio by reducing the assets available to pursue growth when the market recovers
Watch Out for These Financial Pitfalls in the New Year
As you move through different stages of life, there are new financial opportunities and potential pitfalls around every corner.
Designing and Managing an Investment Portfolio
The “Money Talks” Experts look at an investor who has a healthy risk tolerance and wants to take advantage of the economic environment going into 2021. He wants to allocate a portion of his portfolio to tactical positions.
Employee Holiday Gifts May Be Taxable
Are you giving your employees a holiday gift? It may be taxable – we explain.
Market Update – December 2020
In the month of December, the Henssler Financial Research Analysts are closely watching the COVID Relief coming out of Washington, Consumer Confidence, and Inflation and how it will affect the Fed’s benchmark interest rates. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a…
In the News: “Simple” division of assets can create larger estate plan issues
In the Marietta Daily Journal, Bil Lako, CFP®, explains while you may think assets are of equal value, cost basis, tax treatment, and how assets are titled can make them unequal gifts to your heirs.
How to Help Maintain a High Credit Score
During the holiday shopping season, your credit score is probably the last thing on your mind. But as you start your seasonal spending, remember to use credit wisely so you can start the new year with a healthy credit score. The following tips can help you maintain or potentially improve your credit score throughout the…
Don’t Miss the Opportunity for a Spousal IRA
Spousal IRAs allow a non-working or low-earning spouse to contribute to their own IRA, provided their spouse has adequate compensation.
Planning Priorities: Tax Moves Before Year End
In this episode of Planning Priorities, Emily Rubenstein, CPA, a Tax Consultant with Henssler CPAs & Advisers, highlights some moves you can make in the next few weeks to improve your 2020 tax situation.