Another Rough Tax Season for IRS and Taxpayers?
This could be another rough tax season for the IRS and taxpayers because many returns still require manual review, resulting in significant delays in the IRS issuing refunds.
Cost Basis: Simple Definition, Complicated Calculations
Chief Investment Officer Troy Harmon, CFA, CVA, joined by Senior Financial Planner Josh Weidie, CWS®, team up to cover a listeners’ situation involving cost basis of her stocks and why it is important to track the cost basis of your investments.
February 2022 Market Minute: Earnings Season, Value Rotation, and Geopolitical Tensions
The Henssler market analysts are watching fourth quarter earnings reports, the rotation to value stocks and how the Russia-Ukraine tension is affecting the market.
Our Three Cents — Decentralizing the Business Owner
As a business owner should you be the center of the universe for your business? This can happen when you have too much responsibility maintaining customer relationships, developing the processes, or being the only one who can make decisions. For a small business, growth may create the need to decentralize to continue efficient operations.
In the News: The IRS is Accepting Returns, but Make Sure You Have all Your Forms
As seen in the Marietta Daily Journal: Bil Lako, CFP®, warns that while the IRS is accepting returns, you need to be sure you have all your forms and letters before you file. Read the article at the Marietta Daily Journal. This article is for demonstrative and academic purposes and is meant to provide valuable background…
Why Women Need Life Insurance
Whether you are single, married, employed, or a stay-at-home mom, you probably need life insurance. The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased.
Smoothing Market Ups and Downs
Dollar-cost averaging involves investing a fixed amount on a regular basis, regardless of share prices and market conditions.
The IRS is Accepting Returns, but Make Sure You Have all Your Forms
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Tax Manager Jessie Thomas, CPA, from Henssler CPAs & Advisers to provide some critical information about the upcoming tax season, as 2021 income tax returns are due April 18.
New Year’s Resolutions for Young Adults
In this “Money Talks Minute,” Bil Lako, CFP®, offers young adults some help with New Year’s Resolutions to improve your financial situation this year.
In the News: Using trusts in your estate plan largely depends on your intent
As seen in the Marietta Daily Journal: Bil Lako, CFP®, a trust is an entity that holds property and assets for the benefit of the named beneficiary and can also dictate how and when the beneficiary receives or spends the assets.