C.P.A., CFP®, CDFA® – Managing Associate
Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Director of Insurance Planning, Jim Crone, CLU®, CFS, who brings his insight to insurance planning and taking a closer look at your term life policies that are about to expire.
CFP® , CRPC® – Associate
Financial Planner
Bil Lako, CFP®, explains that if you own stocks or mutual funds, there are some moves at year-end that might help your financial situation.
Henssler Research Analysts Jacob Keen and Nick Antonucci, CVA, CEPA, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss the chances of an interest rate increase in December and the effects rates are having on the bond market. They also talk about current valuations in the market both on a price-to-earnings basis and a price-to-sales…
CFP® – Associate
CFP® – Associate
Download BioNotable1 Year of Financial Services ExperienceContact(678) 797-3756Email HarmonHarmon Hardegree Financial Planner Harmon Hardegree joined Henssler Financial in April 2023 as a Client Service Associate in the Planning & Implementation Department, and was promoted to Financial Planner in May 2024. His responsibilities include assisting Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®,…
Yes, you can borrow money from your wholly owned business. Generally speaking, the terms of the loan must be reasonable and must be properly documented. Otherwise, you run the risk that the IRS could reclassify the proceeds of the loan as compensation or dividends, leaving you with an unanticipated tax bill. Troubles may arise if…
