How do I construct an investment portfolio that’s right for me?
Before you start putting together an investment portfolio, you should consider a few of these well-recognized guidelines. We explain in this Question of the Week.
In the News: Henssler Financial Experts Earn Exit Planning Designation
MARCH 2019. KENNESAW, Ga.— Henssler Financial is proud to announce that Managing Associate K.C. Smith, CFP®, and Research Analyst Nick Antonucci, CVA, have earned the Certified Exit Planning Advisor (CEPA) designation after completing The Exit Planning Institute’s intensive four-day executive MBA-style program. Smith and Antonucci join an elite group of business advisers who have received this designation and are a part of the Exit Planning Institute’s international community of CEPAs.
Unforced Errors: The 8 Most Common IRS Tax Penalties and How to Avoid Them in 2019
To ensure that you get through tax season without unnecessary costs and aggravation, read this week’s Tax Tip for a list of penalties the IRS most frequently assesses against taxpayers.
Five Things to Know Before Becoming a Landlord
Before you purchase an investment property or rent out your own home, make sure you understand what’s involved. We explain in this week’s Financial Tip.
Key Financial Ratios for Small-Business Owners
Financial ratios are used to measure a business’s condition and performance. They can help you evaluate your organization’s financial status and rate of success. They are also used by those evaluating your business for potential investment or lending opportunities. Generally speaking, there are four categories of financial ratios: liquidity, profitability, activity, and leverage. Your balance…
In the News: Seniors Who No Longer Itemize May Benefit from Using QCDs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how a qualified charitable distribution can provide a significant savings over giving to charity after tax, as charitable deductions are “below the line” deductions. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a…
What are DRIPs?
A DRIP automatically reinvests your shareholder dividends in more shares of the same company’s stock. When you are due a dividend, you are issued more shares of stock instead of a cash dividend payment. In some cases, the issuing company will cover the broker’s fees and may even provide the additional shares at a discounted…
Rental Owners! Guidance Related to the 20% Pass-Through Deduction
Ever since tax reform was passed, over a year ago, taxpayers have been uncertain whether rental property will be classified as a trade or business for purposes of qualifying for the new IRC Sec 199A 20% pass-through deduction (commonly referred to as the 199A deduction). Finally, on January 18, 2019, the IRS issued a notice…
Proxy Season Primer: Why Corporate Elections Matter to Investors
Investors who own shares of common stock have the right to vote in elections on certain corporate matters. Election outcomes can help determine the company’s short- and long-term profitability, and ultimately the stock price. The spring proxy season (generally April through June) is when many publicly traded corporations hold annual shareholder meetings. A smaller number…
Planning to Exit Your Business… It Starts Now
You’ve worked your whole life building a business and the time has finally come: the time where you feel ready to enjoy the fruits of your labor and retire. But what happens to your business now? Do you want to pass it down to your children? Maybe you don’t have children. How can you exit…