Dr. Gene One of Barron's Top 100 Financial Advisors
Congratulations to our President and CIO, Gene W. Henssler, Ph.D., for making Barron’s Top 100 Advisors list (Apr 15, 2013 issue).
Multiple Ways to Budget Households
Busted budget? That does not mean your budget cannot work. It means you need to set a more realistic target. We explain in today’s Marietta Daily Journal
Are You Collecting the Needed W-9s?
It’s good practice to have independent contractors complete and sign IRS Form W-9 the first time you use their services. Learn why in this Business Tip.
Life Insurance: The Ins and Outs of Policy Ownership
Without proper planning, the beneficiaries of your life insurance policy may not receive the maximum benefit you intended. Read more in this Insurance Tip.
Six Last-Minute Tax Tips
With the tax deadline fast approaching, we offer six last-minute tips for your federal tax return in this week’s Tax Tip.
Looking Backward and Forward on Entitlement Programs
Do you know the basic facts on our country’s largest entitlement programs, Social Security and Medicare? Find out in this Financial Tip.
Tax Filing Deadline Rapidly Approaching
April 15th is the last day to make 2012 IRA contributions and the deadline to pay first quarter 2013 estimated taxes. Learn more in this Tax Strategist.
2013 Will Hit Higher-Income Taxpayers Hard–Be Prepared (Part 2)
Among the many new taxes, high income earners will also see a new top marginal tax rate of 39.6% and higher capital gains. Learn more in this Tax Strategist.
Making Every Penny Count
In today’s Marietta Daily Journal, Bil Lako, CFP® provides guidance on creating your household budget. Read the Article
LLC, LLP, PC, LP Distribution Rules
Your business structure affects how distributions of cash or property to owners are taxed. Read more in this Business Tip.