In the News: Tactical year-end financial moves to help improve your financial situation
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.
Market Update for December 2018
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…
Sam Greckel, CFP®
CFP® – Associate
Michael A. Griffin, CFP®
CFP® – Associate
Harmon Hardegree
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®,…
Can I borrow money from my wholly owned business?
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…
Do I need to provide credit information on my auto insurance application?
When you apply for an auto insurance policy, don’t be surprised to find questions about your credit on the insurance company’s application. In addition to the other information you provide, the company may use your credit information as part of its applicant-screening process. But are insurance companies being too nosy and intrusive when they request…
Ashlyn Holliman
Download BioNotable7 Years of Tax and Accounting Industry ExperienceQuickBooks Online ProAdvisor®Contact(770) 429-9166Email AshlynAshlyn Holliman Tax & Business Consultant Ashlyn Holliman is a Tax & Business Consultant with Henssler CPAs & Advisers, LLC, an affiliate company of Henssler Financial. Ms. Holliman worked as an Administrative Intern during the Spring 2017 tax season, and as a Tax…
Jacob Keen, CFA
Research Analyst
Ryan Kelley
Download BioNotable3 Years of Tax and Accounting Industry ExperienceQuickBooks Online ProAdvisor®Member of Georgia Society of CPAsContact(678) 797-3794Email RyanRyan Kelley Tax & Business Consultant Ryan Kelley is a Tax & Business Consultant with Henssler CPAs & Advisers, LLC, an affiliate of Henssler Financial. Ryan began his journey with the firm in 2023 as intern during tax…