Time for a Mid-Year Investment Check
Whether the markets are up or down, reviewing your portfolio with a financial professional midway through the year can be an excellent way to keep your investments on track. Read more in this Financial Tip.
Why China is a Big Risk to Global Markets
In this episode of Casual Finance Friday, Research Analyst Jacob Keen discusses why we’re seeing China in all of our financial headlines—from tariffs to devaluing their currency—China could affect the global growth story.
Get Expert Help to Determine Value of Business During a Divorce
In today’s Marietta Daily Journal, Bil Lako, CFP® explains That businesses may be divided upon divorce if deemed marital property; therefore, a business valuation can help determine the economic value of an owner’s interest in a business. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial.…
Benefit Plans for Small Businesses: Insurance Benefits
We explain insurance benefits small businesses typically offer their employees in this week’s Business Tip.
What Should I Do if I Made a BIG Mistake on My Tax Return?
If you’ve just discovered a BIG mistake on your tax return this year, we explain the steps to take to correct the situation QUICKLY in this week’s Tax Tip.
Defer Gains with Qualified Opportunity Funds
Investments in QOFs provide unique tax incentives that lawmakers designed to encourage taxpayers to participate in these funds. Learn more in this week’s Tax Tip.
Get Expert Help to Determine Value of Business During a Divorce
The “Money Talks” experts delve into a situation where a couple who own a business together are divorcing. They cover the many reasons a business valuation would benefit the company and how it may be used in determining an equitable divorce settlement.
Determining Your Retirement Income Needs
In order to have sufficient income to last you for your entire retirement you first need to determine your retirement income needs. We explain in this week’s Financial Tip.
Unique Concentration Risk of Owning Company Stock
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why he doesn’t recommend individuals ever invest in the company they work for and what you can do if you do own significant amounts of your company’s stock.
Is Your Small Business as Profitable as It Can Be? It’s Time to Find Out
In order to make the best decisions possible for your company, you need to have complete and accurate information. We explain what to look at to determine your small business’s profitability in this week’s Business Tip.