Settlement cycles on U.S. stocks and other securities will shift from two business days to one. Securities affected include stocks, bonds, exchange-traded funds, certain mutual funds, real estate investment trusts, and MLPs traded on U.S. exchanges.
Spring is here, and it’s not just your home that needs cleaning! Your financial records in QuickBooks could use some tidying too. Check out these tips to freshen up your finances for the new season.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP®, to highlight some of the financial questions and moves investors often have after tax season.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, details how marriage changes more than just your relationship status. From shared expenses to retirement planning, learn how to navigate the financial impact of marriage in his latest article.
Amid the challenges of high interest rates, mounting consumer debt, and fears of a recession lies an opportunity for businesses to not only survive but thrive. We provide 10 actionable tips for success.
For the fifth consecutive year, readers of Cobb Life Magazine and the Marietta Daily Journal voted Henssler Financial as Best of Cobb, Investment Firm in the Real Estate and Finance subcategory. John Dickson, CPA, CVA, CFP®, of Henssler CPAs & Advisers, was voted Best Accountant for the fourth year.
Due to 2024-25 FAFSA rollout and processing delays, students may receive their college financial aid packages late this spring for the next school year.
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Peter Lynch discuss strategies for a couple who want to make significant strides in saving for their future but don’t know if they should be looking at everything as a whole instead of separate accounts with their own objective.
Bil Lako, CFP®, explains that if you’re not supplementing your retirement withdrawals with your Social Security benefits, that means you will need to have a larger portion of your portfolio in a conservative investment to cover your spending needs.
President Biden’s proposed tax agenda for 2025 aims to increase taxes on the wealthy, including raising the capital gains tax rate for those earning over $1 million to 39.6%. The plan also includes a 5% Medicare tax for earnings above $400,000 and a 25% minimum tax rate on income of families worth $100 million or more.