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Henssler Financial News Blog

Friday
Dec012017

Should You Buy Your Own Office Space?

Considering buying your office space? Consider the tax benefits, potential rental income, and your need for room to grow before you purchase. Read all about it in this week's Business Tip.

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Thursday
Nov302017

Stocks Step Up

Indices ended trading in the green zone on Thursday. The Dow closed above 24,000 for the first time and the S&P 500 climbed to a new record level. Technology brands including Facebook, Apple, and Microsoft rebounded from Wednesday's dip. Meanwhile, crude oil prices ticked up on OPEC news.

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Wednesday
Nov292017

Mixed Moves

The Dow closed at a new record peak on Wednesday while the Nasdaq and S&P 500 shed some points. Financial shares led advancers while technology brands sold off. Moves were mixed on a variety of economic news.

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Wednesday
Nov292017

Converted Your Traditional IRA to a Roth IRA? Worried You May Have Done it too Soon if Tax Reform Passes?

You can convert your traditional IRA to a Roth IRA this year, and if tax laws change in your favor, you can recharacterize the conversion for 2017 and then re-convert for 2018. We explain in this week's Tax Tip.

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Tuesday
Nov282017

Questions to Ask Before Buying That Thing You've Always Wanted

Yes, you want that Porsche. But before you fork over thousands of dollars, ask yourself a series of questions to help you decide if the purchase is really worth it. Learn more in this week's Financial Tip.

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Tuesday
Nov282017

New Record Heights

Indices closed at new record levels on Tuesday. Stocks stepped up on news of progress in the GOP tax bill. Meanwhile, consumer confidence was up in November.

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Monday
Nov272017

A Mixed Monday

Indices closed with mixed results on Monday. The Dow posted gains while the S&P 500 and Nasdaq shed some points. Moves were mixed on a variety of economic news. Amazon tacked on 0.83% in the wake of Cyber Monday.

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Monday
Nov272017

Henssler Collects More than 2,900 Food Items for CFR Thanks for Giving Food Drive

Henssler staff donated more than 2,900 food items and more than 60 hours sorting and packing food for The Center for Family Resources 2017 Thanks for Giving food drive.

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Friday
Nov242017

A Concentrated Position can be Detrimental to Your Portfolio

Bil Lako, CFP® explains that you actually want to owe a lot of tax on your investment portfolio because that means you’re making a lot of money. Read the Article

Wednesday
Nov222017

What is prescription insurance?

While it is included in many health care plans, you may be able to buy a separate prescription drug plan, especially if you spend a lot of money on your medications. We explain in this week's Insurance Tip.

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Wednesday
Nov222017

Ten Year-End Tax Tips for 2017

It’s almost year-end! If you want to improve your tax situation for 2017, learn 10 potential tax moves in this week's Tax Tip.

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Tuesday
Nov212017

Is the Social Security Administration still mailing Social Security Statements?

The Social Security Administration has stopped mailing Social Security Statements to individuals under age 60, but you can get your statement online. Learn more in this week's Financial Tip.

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Friday
Nov172017

A Beginner's Guide to Bookkeeping  

Before you spend sleepless nights crunching numbers for your business, understand the basics of bookkeeping. Learn more in this Business Tip.

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Friday
Nov172017

Keeping Family Assets Away from a Future Ex-Spouse

In today's Marietta Daily Journal, Bil Lako, CFP®, explains why it is essential to pass family assets to the heirs in a specific way, but to also educate the heirs on how to protect their inheritance moving forward. Read the Article

Thursday
Nov162017

Are life insurance proceeds income taxable?

Not all proceeds from a life insurance policy qualify for favorable tax treatment. We explain in this week's Insurance Tip.

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Wednesday
Nov152017

A Red Finish

Indices closed in red territory on Wednesday. Energy brands such as Marathon Petroleum, Exxon Mobil, and ConocoPhillips traded lower on a slip in crude oil prices.

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Wednesday
Nov152017

Is a Reverse Mortgage Right for You?

Is a reverse mortgage too good to be true? It really depends. The devil is in the details. We explain in this week's Tax Tip.

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Tuesday
Nov142017

Stocks Slip

Indices ended trading in red territory on Tuesday. Brands such as Apple and General Electric dipped amid a variety of economic news.

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Tuesday
Nov142017

Are Your Important Financial Documents Safe?

If a sharknado struck your home tomorrow, would you lose all of your important documents? Learn what to do in this week's Financial Tip.

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Monday
Nov132017

Slight Gains

Indices closed with slight gains on Monday. Walmart and Procter & Gamble led consumer-discretionary advancers on the Dow amid a variety of economic news.

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