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Monthly Archives: July 2017

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  3. July

Thinking of Tapping Your Retirement Savings? Read This First

Blog, TaxBy Henssler FinancialJuly 12, 2017

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

Who Controls the Funds in a Section 529 Plan?

Blog, Education Planning, TaxBy Henssler FinancialJuly 11, 2017

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.

Mid-Year Reviews Allow Investors to Get Back on Track

Case Study, Investment SelectionBy Henssler FinancialJuly 10, 2017

Managing Associate K.C. Smith, CFP®, and Senior Associate, Jarrett McKenzie, CFP®, CWS®, are joined by anchor host Troy Harmon, CFA, CVA, to discuss mid-year financial reviews, and how investors can benefit from a financial checkup this summer.

Market Roundup: U.S. Markets End Holiday-Shortened Week in Green Zone

Economy/Stock MarketBy Henssler FinancialJuly 10, 2017

Monday’s trading was light ahead of the Independence Day holiday, which had U.S. markets closed on Tuesday. On Wednesday, the market learned U.S. Factory orders took another step back in May, losing 0.8%, exceeding consensus’ expectations. Stocks ended last week higher, despite falling energy shares..

Quickbooks Tip: How to Keep Your Data Safe

Blog, Business Owner/Self Employed, Quickbooks TipsBy Henssler FinancialJuly 7, 2017

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

Controlling your wealth once you’ve passed

Blog, Estate, In The NewsBy Henssler FinancialJuly 7, 2017

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.

Odds of Being Targeted by the IRS for Audit

Blog, TaxBy Henssler FinancialJuly 6, 2017

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

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

Blog, RetirementBy Henssler FinancialJuly 5, 2017

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.

Controlling Your Wealth Once You’ve Passed

Case Study, EstateBy Henssler FinancialJuly 3, 2017

Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Director of Research Troy Harmon, CFA, CVA, discuss the use of trusts to control your wealth from beyond the grave. They cover the possibilities as well as the drawbacks to doing so.

Market Roundup: Down Week for Stocks as Tech Sector Stumbles

Economy/Stock MarketBy Henssler FinancialJuly 3, 2017

Investors turned to more defensive stocks like utility companies and other dividend-paying shares, which led the S&P 500 Index to slight gains on Monday. Technology shares led Tuesday’s downswing as the Dow Jones Industrial Average and the S&P 500 saw their biggest daily declines in more than a month.

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