QuickBooks Tip: Clean Your Company File
Is QuickBooks crashing? Are you missing data? Mistakes in your reports? Oh my! Your company file may be too big. Read what to do in this QuickBooks Tip.
IRS Guidance Limits Employer Pre-Tax Subsidies
The IRS prohibits employers from paying tax-free funds to employees to buy individual policies of health insurance. Learn more in this Insurance Tip.
Are You In Danger of an Audit?
While only 0.9% of all federal tax returns were audited, 85% of those audited owed additional taxes. Find out if you’re at risk in this week’s Tax Tip.
Are Government Bonds Risk Free?
The hosts of “Money Talks” address a listener’s question on government bonds. Troy Harmon, CFA, Mark Bendinelli, CFA and Nick Antonucci discuss why government bonds are generally deemed risk free. They also address the factors you should consider to minimize your risk and our recommended duration for holding fixed-income securities in the current interest rate…
How Much Annual Income Can Your Retirement Portfolio Provide?
Withdrawing retirement assets is an art: too much and you may run out of money; too little and you may not enjoy it. Learn how to balance it in this week’s Financial Tip.
Withdrawing Assets from 529 Plans for Higher Education Expenses
John W. Dickson, C.P.A., CVA, of Henssler Financial, explains how distributions from 529 Plans can be taken tax free, the documentation you should keep in case of an audit, and why coordinating your withdrawals with education tax credits is important.
Strong Start on M&A Activity Ends in Down Week on Mixed Economic Data
The markets began the week strong on M&A activity, only to drop late in the week on light volume and mixed economic data.
Q&A Time: Cisco, Bristol-Myers Squibb, Polaris, Harley-Davidson and Government Bonds
The Henssler Research Analysts provide recommendations for long-term holdings and the risks involved with investing in government bonds.
Building an Income Portfolio
We recommend an approach that blends both high yield stocks as well as stocks with a high and sustainable dividend growth rate.
Rethinking Summer Travel
The “Money Talks” hosts discuss how the sharing economy has started to change something as traditional as the summer road trip.