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Henssler Financial News Blog

Monday
Jul172017

A Mixed Monday

Indices closed out mixed on Monday. The Dow and S&P 500 ended trading fractionally in the red while the Nasdaq tacked on slight gains. Netflix reported quarterly data after the closing bell.

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Friday
Jul142017

Stocks Step Up

Indices closed with gains on Friday. The Dow traded up to yet another new record level. Boeing and Walmart jumped up on ratings upgrades from JPMorgan and Goldman Sachs.

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Friday
Jul142017

Age-Weighted Profit-Sharing Plan

Age-weighted profit-sharing plans allocate contributions based on age, salary and projected benefits at retirement age. Learn more in this week's Business Tip.

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Friday
Jul142017

Mid-Year Reviews Allow Investors to Get Back on Track

In today's Marietta Daily Journal, Bil Lako, CFP® says with current market conditions, now is a great time to rebalance your investments.  Read the Article

Thursday
Jul132017

Brands Rise

Indices ended trading in the green zone on Thursday. The Dow closed at a new record level. Retailer brands jumped up on optimistic earnings guidance for Target.

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Thursday
Jul132017

What to Do When You Outgrow Your Technology

Henssler Financial’s sophisticated technology needs were highlighted in an article on independent financial firms. Read the Article

Thursday
Jul132017

Household Inventory

Do you know exactly what you own? Remembering it all is practically impossible after a fire, theft or other calamity. Learn more in this week's Insurance Tip.

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Wednesday
Jul122017

Thinking of Tapping Your Retirement Savings? Read This First 

Before making any early withdrawals from an IRA or other retirement plan, carefully consider the consequences. Read more in this week's Tax Tip.

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Tuesday
Jul112017

Mixed Moves

Indices closed with mixed moves on Tuesday. The Dow and Nasdaq traded higher while the S&P 500 ended slightly in the red zone. Brands rebounded up from earlier low levels.

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Tuesday
Jul112017

Who Controls the Funds in a Section 529 Plan?

A 529 Plan can reach a hefty balance, but who controls the money? It depends. Read all about it in this week's Financial Tip.

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Monday
Jul102017

Tech Brands Lead the Way

Indices closed with mixed moves on Monday. The Dow ended trading fractionally in the red zone while the S&P 500 and Nasdaq posted gains. Technology brands such as Facebook, Amazon, Apple, and Alphabet stepped up.

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Friday
Jul072017

Quickbooks Tip: How to Keep Your Data Safe

Keeping your company’s data safe is vitally important. Take steps to protect your QuickBooks company file in this QuickBook's tip.

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Friday
Jul072017

Controlling your wealth once you’ve passed

In today’s Marietta Daily Journal, Bil Lako, CFP® explains how often the impetus behind creating trusts is to control how your assets are directed from beyond the grave. Read the Article.

Thursday
Jul062017

Odds of Being Targeted by the IRS for Audit

The IRS audit selection process favors returns that claim the Earned Income Tax Credit. Learn more in this week's Tax Tip.

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Wednesday
Jul052017

Can I Roll My Traditional 401(k) Account Balance Over to a Roth IRA?

As you meet certain requirements, you can make a direct or 60-day rollover from a 401(k) plan to a Roth IRA. We explain in this week's Financial Tip.

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Monday
Jul032017

Starting Up A Second Time; Setbacks Vanquished And Lessons Learned

Henssler’s Malik Lee, CFP® discusses how advisers have to adapt to the financial marketplace. Read the Article

Monday
Jul032017

Use this IRA Strategy if You Think Tax Reform will Happen by Next Year

Henssler’s Malik Lee, CFP® discusses an investor’s first RMD and how it affects taxable income in YahooFinance. Read the Article

Friday
Jun302017

A Mixed Session

Indices closed the session with mixed moves on Friday. The Dow and S&P 500 tacked on some points while the Nasdaq ended trading fractionally in the red zone. Nike led advancers on the Dow. The athletic footwear and apparel company added 8% today following the release of better-than-expected quarterly details.

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Friday
Jun302017

Using Your Financial Plan to Determine Need for Long-Term Care Coverage

In today’s Marietta Daily Journal, Bil Lako, CFP® explains how your financial plan can show the need for LTC coverage. Read the Article

Friday
Jun302017

Financial KPIs: What They Are and What You Need to Know  

Small-business owners can use financial key performance indicators to measure the health of their business. Read all about it in this week's Business Tip.

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