Moving Transactions from Your Bank into QuickBooks Online
QuickBooks Online makes the process of importing transactions from your bank so easy—plus it reduces manual data-entry and saves valuable time!
Navigating the Return of Student Loan Payments in a Post-Pandemic Economy
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP® work together to provide advice to an investor who is facing reinstated student loan payments; however, her life has significantly changed in the past three years, making her wonder if she has better options for paying down her student debt.
In the News: Economic signals: Understanding the leading economic indicators
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how The Conference Board’s Leading Economic Index can help investors form an idea of where our economy is headed.
Saving for College with a 529 Plan
Associate Clay Norman, CFP®, explores the benefits of 529 savings plans for parents looking to save for their child’s college education. These plans offer tax advantages, flexible contribution options, and various investment choices.
The Significance of Milestones and Responsibilities in Early-Stage Advisor Agreements
Entrepreneurs may overlook the importance of structuring advisory relationships with care. One of the most common pitfalls startups face is overcommitting equity in exchange for advisory services.
Economic Signals: Understanding the Leading Economic Indicators
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Henssler’s Chief Economic Adviser Roger Tutterow, Ph.D., for an economic discussion on what the leading economic indicators are forecasting in terms of an impending recession.
In the News: Are You Prepared for the Tax Implications of Your Retirement Savings?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how a $1.47 million 401(k) balance is every bit of $1.47 million for investment purposes, but it may not be $1.47 million once you enter the distribution phase.
Much Ado About RMDs
The SECURE 2.0 Act, included numerous provisions that affect required minimum distributions (RMDs), including when to begin RMDs.
Henssler Financial Makes Financial Advisor Magazine’s List of RIA Firms
OCTOBER 2023. KENNESAW, Ga.— Henssler Financial placed No. 179 on Financial Advisor Magazine’s 2023 Registered Investment Advisors (RIA) Survey & Ranking list. The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end
How to Apply for a Georgia Tax Credit
John Dickson, CPA, CVA, CFP®, explains how to request pre-approval for a Georgia Tax Credit on the Georgia Tax Center Website. Available credits include Qualified Law Enforcement Foundation credits, Foster Child Organization credits, Georgia Film Credits, and Qualified Education Expense Credit.