Dealing with Divorce
Managing Associate K.C. Smith CFP®, CEPA, provides some preliminary steps for navigating a divorce and discusses important dos and don’ts during this challenging period.
Managing Associate K.C. Smith CFP®, CEPA, provides some preliminary steps for navigating a divorce and discusses important dos and don’ts during this challenging period.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch explore the situation of a wealthy investor who wants to leave his massive estate to his five grandchildren. With the grandchildren ranging in ages from 3 to 20, the experts consider his option of using a trust to shelter their inheritance from estate and gift taxes. Additionally, the trust can allow him to control how his money is used from beyond the grave.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why you should focus on the yield to maturity when considering your bond investments.
NOVEMBER 2023. KENNESAW, Ga.— Honored for their outstanding service, six financial professionals from Henssler Financial were named to the 2023 Five Star Wealth Manager list for Atlanta by Five Star Professional. The list of winners published in the October 2023 issue of Atlanta Magazine.
Premiums, deductibles, and coinsurance amounts for Original Medicare generally change every year. Here’s a look at some of the costs that will apply in 2024.
If your business involves sending invoices for products or services, QuickBooks Online offers multiple ways to record payments when they come in.
Justin Wagner, AIF®, Client Relationship Manager – Retirement Services explains how offering an 401(k) match to employees can bolster a company’s reputation and encourage employees to save for retirement.
Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, are joined by Associate Josh Weidie, CFP®, CWS®, to discuss bond interest rates, explaining the difference between coupon rate and yield to maturity. They also analyze how these two rates work with your bond holdings according to the Henssler Ten Year Rule.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how Georgia Tax Credits allow you to keep your tax dollars local by supporting a local organization or directing them to a city with the greatest need.
Many business owners have fallen victim to aggressive marketing of the Employee Retention Credit by marketers or promoters and may have filed ineligible claims. The latest guidance from the IRS includes a procedure for withdrawing a claim.