2020 Annual Limits Relating to Financial Planning
Every number you may need! Download our 2020 Annual Limits Relating to Financial Planning quick reference sheet, download it here!
In the News: Follow The Money
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares a piece of advice that might help you avoid unfavorable financial situations.
How To Calculate Your Net Worth
Two people may have the same annual income, but very different net worth.
Follow the Money
The “Money Talks” hosts discuss the situation of an investor who was working with a broker who put him in very speculative investments. They cover Dr. Gene’s rule of, “Follow the money,” as well as how we approach developing a financial plan.
Planning Considerations of Selling Your Business to Your Child
The Money Talks hosts explore the situation of a business owner who is looking to have his son take over his business so he may retire. The experts discuss the timeline for such a transaction, what planning issues need to be taken into account and how his options may need to change depending on how quickly he needs the money from the sale of his business.
Can I Transfer My Business Through My Will?
We explain why you shouldn’t use your Will to transfer your business.
How can I lower my credit card debt?
If you find that you are struggling to pay down a credit card balance, here are some strategies that can help eliminate your credit card debt.
Meet the Experts: John W. Dickson, III, CPA, CVA, CFP®
Principal and Tax Consultant John W. Dickson, III, CPA, CVA, CFP®, shares the depth of expertise Henssler CPAs & Advisers offers their clients.
Should I sign up for an identity theft protection service?
The term “identity theft protection service” can be misleading. Before you sign up, make sure you understand what service is provided.
Planning Priorities: Making New Year’s Financial Resolutions Stick
Managing Associate K.C. Smith, CFP®, CEPA, provides some tips on how to make New Year’s Financial Resolutions that you’ll be able to keep.