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.
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.
Alternative Investments for Average Investors
Led by Director of Research, Troy Harmon, CFA, CVA, the Henssler Research Analysts, Nick Antonucci, CVA, and Jacob Keen discuss alternative investments and whether or not they are appropriate for average investors.
Market Roundup: Mixed Week Ends in New Market Highs
A climb in technology shares buoyed U.S. stocks, boosting the Nasdaq Composite to a fresh record on Monday. The gains lifted Apple, Google-parent Alphabet, Microsoft, Amazon.com and Facebook to records, the first time those companies—the five largest by market capitalization—all reached highs on the same day.
Wall Street Week Ahead for the Week of May 8, 2017
For the week beginning May 8, 2017, Director of Research, Troy Harmon, CFA, CVA, and Research Analyst, Nick Antonucci, CVA, discuss the S&P 500’s earnings, as well as expectations for the CPI, PPI, April Retail Sales and Consumer Sentiment Survey.
In the News: 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.
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.
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.
Tax Implications of Crowdfunding
When crowdfunding, the money raised may be taxable depending upon the purpose of the fundraising campaign. Read more in this week’s Tax Tip.
Paying for College from Cash Flow
Check with your child’s school about different payment options. You may be able to pay from cash flow. Learn more in this week’s Financial Tip.