Are You Using QuickBooks’ Custom Fields? Should You Be?
QuickBooks was designed to be used by numerous types of small businesses. Custom fields help you tailor it to meet your own needs.
Borrowing Options: Benefits and Dangers of Borrowing
Debt, credit, and borrowing are a how most investors make large purchases, whether it is a car, a home, or college tuition. However, borrowing comes with a dangerous side as well.
Most Investors Will Pay Tax on a Portion of Their Social Security Benefits
Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, join Chief Investment Officer Troy Harmon, CFA, CVA, to address a couple’s concerns about taking Social Security benefits knowing they will likely be taxed on their benefits.
December 2021 Market Minute: Omicron Variant, Fed Policy, Debt Ceiling
For December 2021, the Henssler Research Analysts are closely watching how the Omicron COVID variant may affect the economy with some countries taking lockdown measures. The Experts are also keeping an eye on Fed Policy and what the central bank will signal about tapering, plus the debt ceiling debate in Washington.
In the News: It’s ill-advised to count on an inheritance to fund your retirement
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how all inheritances are not equal, so banking on such a windfall to fund your retirement is generally a bad idea.
Supply-Chain Chaos: Holiday Edition
Retailers have warned consumers that product shortages and shipping delays will continue—just what we needed this holiday season! Here is what you need to know.
It’s Ill-Advised to Count on an Inheritance to Fund Your Retirement
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Josh Weidie, CWS®, to discuss a common fallacy among investors—that they can rely on an inheritance to fund their retirement. They discuss the average inheritance and some of the many ways an it could be significantly reduced before passing to the heirs.
Our Three Cents — Family Matters
In the December 2021 episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the dynamics of running a family business. Often business owners think that they will be able to hire and take care of their family members and all will be happy. They forget about family dynamics, personalities, family vs. business hierarchy and the fact that once the work day ends, you can’t go home and avoid your coworkers!
In the News: Tax law changes escape infrastructure act, but remain in Build Back Better bill
As seen in the Marietta Daily Journal, Bil Lako, CFP®, covers the tax changes in the Nov. 5 Infrastructure Investment and Jobs Act, and what may be included in the Build Back Better bill.
December 2021 Business Due Dates
While you may have holiday music on and customers are swept up in a holiday rush, as a business owner, you have some important deadlines to meet before the end of the year.