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Monthly Archives: June 2017

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Your Will, Your Wishes—Beneficiary Coordination is a Must

Case Study, EstateBy Henssler FinancialJune 12, 2017

The “Money Talks” hosts address a common investor misconception that a Will will distribute their assets as they intend. However, many make the mistake of not considering their beneficiary designations or how assets are titled.

Market Roundup: Benchmark Indices Produced Mixed Results

Economy/Stock MarketBy Henssler FinancialJune 12, 2017

Indices kicked off the week by closing in the red zone on Monday, with stocks trading slightly lower on a variety of economic news. Revisions to Productivity and Costs were in line with expectations, unchanged from the first quarter.

In the News: Dollar Cost Averaging During Market Highs

Blog, In The News, Investment SelectionBy Henssler FinancialJune 9, 2017

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains dollar cost averaging money into a bull market.

Wall Street Week Ahead for the Week of June 12, 2017

Economy/Stock Market, VideoBy Henssler FinancialJune 9, 2017

Henssler Research Analysts Nick Antonucci, CVA, and Jacob Keen preview the week’s economic indicators, including the Producer Price and Consumer Price indices, the Fed’s meeting on monetary policy and Friday’s University of Michigan Consumer Sentiment Survey.

Can You Deduct a Home Office, and Is It Worth It?

Blog, Business Owner/Self Employed, Tax, Your HomeBy Henssler FinancialJune 9, 2017

While calculating the home office deduction has become easier, the qualifications are still pretty stringent. Read all about it in this week’s Business Tip.

Expect the Unexpected: What to do if You Become Disabled

Blog, InsuranceBy Henssler FinancialJune 8, 2017

Would you know what to do, financially speaking, if you became disabled? We explain the main points in this week’s Insurance Tip.

Tax Benefits of Home Ownership

Blog, TaxBy Henssler FinancialJune 7, 2017

There are several federal tax benefits available to make homeownership more affordable and less expensive. Learn more in this week’s Tax Tip.

The Cost of a Wedding

Blog, Personal FinanceBy Henssler FinancialJune 6, 2017

Your wedding will likely be the priciest party you’ll have in your lifetime. Buckle down and look at the numbers! We explain in this week’s Financial Tip.

Question of the Week: What is the difference between savings and an emergency reserve?

Personal Finance, VideoBy Henssler FinancialJune 5, 2017

Henssler Associate Peter Lynch answers a question on the difference between a savings account and an emergency reserve fund. While quite similar, these two accounts have very different uses.

Dollar Cost Averaging During the Market Highs

Case Study, Investment SelectionBy Henssler FinancialJune 5, 2017

Managing Associate Shawna Theriault, CFP®, C.P.A., and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Director of Investments Troy Harmon, CFA, CVA, to discuss the financial concerns of a couple who are anxious about dollar cost averaging into the market while the market is at all-time highs.

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