Year-End Financial Moves You Should Make Regardless of Politics
The “Money Talks” experts have a conversation on important financial moves investors and households can make before year-end—regardless of the political outcome.
Five Year-End Investment Tasks
In this episode of Planning Priorities, Henssler Associate Peter Lynch offers details five tasks that investors should do at year-end to help keep your portfolio on track for next year. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The…
In the News: ’Tis the season for giving
In the Marietta Daily Journal, Bil Lako, CFP®, explains that while giving comes from the heart, there are special tax advantages in 2020 for those making charitable donations. 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…