Becoming Financially Literate
In this episode of Planning Priorities, Associate Michael Griffin, CFP®, shares some tips for those just starting out on how to become financially literate and stay on track for your financial future.
April 2021 Market Minute: Earnings Season, Bidenomics, and Investor Euphoria
In the April Market Minute, our research analysts explain why they’re keeping a close eye on earnings reports, infrastructure spending, and money rolling into the equity markets in April.
Our Three Cents – Exit Planning Strategies — Premiere Episode
The introduction to our newest podcast, “Our Three Cents – Exit Planning Strategies” where our Experts introduce themselves and their experience when it comes to business exit planning. The show is hosted by Troy Harmon, CFA, CVA, who is a former business owner and Certified Valuation Analyst. As Henssler Financial’s Chief Investment Officer, he spends…
Should I contribute to the traditional 401(k) or the Roth 401(k)?
In this episode of Planning Priorities, Scott Brown, CFS®, Senior Consultant, Retirement Services, explains the different tax treatment of the options in your 401(k) plan and how to determine which option may work best for you.
Selling Your Business: Owner Readiness
In this “Money Talks Minute,” Certified Exit Planning Adviser K.C. Smith, CFP®, explains how as a small-business owner, your business has played a major role in your life. It’s where you have dedicated years of hard work, taken risks, overcome challenges and celebrated milestones. Despite your success, looking at your future without your business can be daunting.
March 2021: Stimulus, Interest Rates, and Growth vs. Value Stocks
For March 2021, our Research Analysts are keeping an eye on the recently passed stimulus, rising interest rates, and the turning tides from growth to value stocks. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within…
Tax Consequences of PPP Loans
If you are a small-business owner, chances are you have heard of and dealt with the headaches surrounding the Paycheck Protection Program, deferral of payroll taxes, and remote working. Tax and Business Consultant Emily Rubenstein, CPA, shares the tax consequences some small-business owners may face in this Small Business Minute. This article is for demonstrative…
5 Coronavirus Tax Tips for Your 2020 Return
The 2020 tax season has some new challenges for taxpayers stemming from Coronavirus pandemic. In this episode of Henssler Financial’s Planning Priorities, Tax Consultant Jessie Thomas, CPA, provides, five tips to help as you prepare to file your returns.
Feb 2021 Market Minute: Positioning; Economic Momentum; Inflation
For the month of February, the Henssler Research Analysts are keeping an eye on positioning, economic momentum, and inflation.
Jan. 2021 Market Minute: Stimulus; Biden’s Tax Plan; Regulating Big Tech
In this special Inauguration edition of the Market Minute, the Henssler Research Analysts are watching for additional stimulus, a tax plan, and regulation of Big Tech now that the Biden Administration is in control.