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Henssler Financial News Blog

Monday
May222017

Stocks Step Up

Indices closed with gains on Monday. Stocks ended trading near session peak levels. Boeing and 3M led advancers on the Dow.

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Friday
May192017

Brands Rebound

Indices rebounded from early week lows on Friday. Energy brands such as Royal Dutch Shell, Chevron, Total and BP posted gains. Stocks moved up on a variety of economic news.

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Friday
May192017

Special Tax Strategy for Company Stock Could Save Significant Tax Dollars

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains a tax-saving tip for highly appreciated company stock in your 401(k). Read the Article

Friday
May192017

What is an ERISA Fiduciary?

ERISA rules protect the interests of retirement plan participants. Do you know your plan’s fiduciary is? Learn more in this week's Business Tip.

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Thursday
May182017

Buying a Home Both You and Your Insurer Will Love

Did you know the condition, location and age of the home you buy affects your insurance premiums? Learn more in this week's Insurance Tip.

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Wednesday
May172017

Stocks Slip

Indices concluded trading in the red zone on Wednesday. Financial brands such as JPMorgan, Wells Fargo, and Bank of America stood out among decliners. Stocks dipped in the wake of so-called "DC drama." Meanwhile, crude oil prices ticked up on inventory news.

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Wednesday
May172017

Taxation of Investments

What went on with your investment during the year? You need to know because it determines how it is taxed. Learn more in this week's Tax Tip.

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Tuesday
May162017

Getting Culinary Schooled by Mom

John Dickson, C.P.A., CVA, confirms that no matter how good your business idea, you still need a solid financial plan. Watch the Video

Tuesday
May162017

And Baby Makes Three

If you’re becoming a parent, you need to consider your budget, insurance coverage, estate plan and more! Learn more in this week's Financial Tip.

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Friday
May122017

Alternative Investments for Average Investors

In today's Marietta Daily Journal, Bil Lako, CFP®, explains alternative investments average investors may consider. Read the Article

Friday
May122017

Health Insurance for Travelers

Bags Packed? Before you head out, you need to know how your health insurance works out of state or out of country. Learn more in this week's Insurance Tip.

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Thursday
May112017

Uber and Lyft Drivers’ Tax Treatment

Uber’s 1099-Ks reflect the total amount charged—not what the driver pockets, creating tax reporting issues. We explain in this week's Business Tip.

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Wednesday
May102017

Education Credits Aren’t Just For Children’s Tuition

It’s not just for kids! You too can use the American Opportunity Tax Credit and the Lifetime Learning Credit. Learn how in this week's Tax Tip.

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Tuesday
May092017

Is It Wise to Trade Your Pension for a Lump Sum?

If you’re in the 35% of workers who still have a pension, think carefully before accepting a lump sum payout. We explain in this week's Financial Tip.

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Friday
May052017

A Green Finish

Indices closed well into the green zone on Friday. The S&P 500 and Nasdaq hit new all-time highs. Brands moved up on a variety of economic news. April employment numbers exceeded expectations.

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Friday
May052017

A Will Needs Regular Maintenance

In today's Marietta Daily Journal, Bil Lako, CFP®, explains how simple mistakes in your Will can create headaches for your heirs. Read the Article

Friday
May052017

Estimated Tax Payments Are Not Just for the Self-Employed

Do you have income that is not subject to withholding taxes? You too must make estimated tax payments. Read all about it in this week's Business Tip.

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Thursday
May042017

Another Mixed Session

Indices ended trading mixed on Thursday. The Dow closed slightly lower while the S&P 500 and Nasdaq landed in green territory. Energy brands such as Exxon Mobil, Chevron, PetroChina, and Schlumberger led decliners.

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Thursday
May042017

Why Buy Insurance?

You don't have to bear the risk of financial loss alone. Insurance is all about risk and financial protection. We explain in this week's Insurance Tip.

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Wednesday
May032017

Mixed Moves

Indices ended trading with mixed moves on Wednesday. The Dow closed in the green zone while the S&P 500 and Nasdaq shed some points. Moves were mixed on a variety of economic news. Comments from the May FOMC meeting showed growth slowed in the first quarter but the pace is likely to build.

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