Social Security Offers Benefits from Birth Through Old Age
You may think of Social Security as just something for retired people. However, Social Security is with you throughout your entire life. We explain more!
Commonly Asked Tax Questions
Even if you have someone prepare your tax return for you, you should still understand the basic terms and concepts related to tax terminology. We define the key terms and answer some of the frequently asked questions!
Caught in the Middle: Navigating the Challenges of the Sandwich Generation
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, along with Associate Clay Norman, CFP®, to provide advice to an investor who is stuck in the middle of caring for her parents’ finances and supporting her children. They discuss what she needs to do to ensure her own financial house is in order.
In the News: Be aware of the pros and cons of owning rental properties
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that while rental profits are considered passive income, being a landlord is not a passive activity; it is a job.
The Benefits of Tax-Advantaged Savings Vehicles
Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio. But keep in mind that investment decisions shouldn’t be driven solely by tax considerations; other factors to consider include the potential risk, the expected rate of return, and the quality of the investment.
Be Aware of the Pros and Cons of Owning Rental Properties
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CWS®, discuss a retired investor who wants to generate rental income by renting multiple homes. They examine issues with becoming a landlord and some of the financial aspects he should consider.
Thank You for Voting for Henssler Financial Best of Cobb!
March 2023, KENNESAW, Ga.— Readers of Cobb Life magazine and the Marietta Daily Journal nominated and voted Henssler Financial to the Best of Cobb for the fourth consecutive year, and John Dickson, CPA, CVA, CFP® was voted Best Accountant for the third year.
In the News: Lessons learned from Silicon Valley Bank
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when interest rates increase, the value of current bonds decreases, and how that contributed to Silicon Valley Bank’s trouble.
False Employee Retention Credit Claims Can Mean Big Problems Later
Attention Business Owners: Before trying to claim the Employee Retention Credit (ERC), the IRS urges you to carefully review the guidelines to prevent ineligible people from filing for the credit.
Lessons Learned from Silicon Valley Bank
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Giuliana Barbagelata, CFP® discuss the week’s major news, including the Silicon Valley Bank and Signature bank failures, the contagion effect on the banking industry, and what this means for investors with accounts at Schwab.