It Depends on Your Financial Plan
We take a closer look at exactly what a financial plan is and how we go about tailoring a plan to a client’s specific situation.
The Win-Win Scenario of Restricted Stock Comes with Major Caveats
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the planning issues involved when you receive restricted stock as part of your compensation package.
The Win-Win Scenario of Restricted Stock Comes with Major Caveats
Restricted stock is a powerful part of compensation packages, tying your success to your company’s growth. Careful financial and tax planning can maximize the benefits and minimize the risks.
Not Every Fraud Attempt Comes with a Red Flag
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why financial fraud attempts are getting more sophisticated and what your and your adviser’s responsibilities are to prevent it.
Not Every Fraud Attempt Comes with a Red Flag
The “Money Talks” hosts discuss the responsibilities of both the investor and the adviser when it comes to security and fraud attempts.
Businesses May Qualify for Research and Development Tax Credits
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how businesses who are focusing on improving your processes to give them a competitive edge in the market place may benefit from the Research and Development Tax Credit. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial.…
Research and Development Tax Credits
As business owners, constantly innovating is key to staying ahead. Did you know that your innovative efforts might qualify you for the Research and Development (R&D) Tax Credit? This incentive, introduced in 1981, supports businesses that invest in new or improved products, processes, and software.
Trade Negotiations Continue to Play a Major Role in the Domestic Economy
In today’s Marietta Daily Journal, Bil Lako, CFP® agrees May was a tough month for the market. He answers if this is a typical, “sell in May and go away” phenomenon or if is there something more to the decline.
Henssler Managing Associate Braves Gulf Stream on Paddle Board for Cystic Fibrosis
Henssler Financial’s D.J. Barker, CWS®, a Managing Associate for the firm, is participating in Crossing For A Cure, a long-distance endurance paddle board challenge and international championship race for cystic fibrosis.
Trade Negotiations Continue to Play a Major Role in the Domestic Economy
The “Money Talks” experts delve deeper into a conversation on why the market has had a rough May, including the trade tensions with China and the yield curve inversion.