Skip to content
  • Contact Us
  • About Us
  • Planning Portal
    • Access Planning Portal
    • Planning Portal Mobile App
    • Henssler Financial Bill Pay
  • Tax Portal
    • Access Tax Portal
    • Pay Tax Bill
  • Careers
  • Compliance
Top Header Bar Menu
Search:
Search
Henssler Financial
Live Ready by approaching life as unpredictable and seeing change as a certainty
Henssler FinancialHenssler Financial
  • PERSONAL
    • Personal Finances
    • Talk to an Expert
  • BUSINESS
    • Business Finances
    • Talk to an Expert
  • WEALTH MANAGEMENT
  • MONEY TALKS
  • UNIVERSITY
  • PERSONAL
    • Personal Finances
    • Talk to an Expert
  • BUSINESS
    • Business Finances
    • Talk to an Expert
  • WEALTH MANAGEMENT
  • MONEY TALKS
  • UNIVERSITY
  • ABOUT US
  • CONTACT US
  • PLANNING PORTAL
    • Planning Portal
    • Planning Portal Mobile App
    • Henssler Financial Bill Pay
  • TAX PORTAL
    • Access Tax Portal
    • Pay Tax Bill
  • CAREERS
  • COMPLIANCE

Yearly Archives: 2018

You are here:
  1. Home
  2. 2018

In the News: Being Present When You Are Financial Planning

Blog, In The News, Personal FinanceBy Editorial TeamAugust 10, 2018

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why it is important for both spouses to develop a fundamental understanding of your finances should something happen to the other spouse.

Credit for Family and Medical Leave Benefits

Blog, Business Owner/Self Employed, TaxBy Editorial TeamAugust 10, 2018

The Tax Cuts and Jobs Act that was passed last year included a new tax credit for employers that allows them to claim a credit based on wages paid to qualifying employees while they are on family and medical leave. To qualify for the credit, an employer must have a written policy that provides at…

Should I close credit accounts with zero balances or leave them open?

Blog, Personal FinanceBy Editorial TeamAugust 9, 2018

It’s a good idea to close redundant or unused accounts you do not consider necessary. Here are a few reasons why: If credit is easily available, you may be tempted to use it. Any impulsive purchases could quickly mount up and result in serious debt problems. Open accounts may be used fraudulently if your account…

How Long Should You Hold On To Old Tax Records?

Blog, TaxBy Editorial TeamAugust 8, 2018

This is a common question: How long must taxpayers keep copies of their tax returns and supporting documents? Generally, taxpayers should hold on to their tax records for at least 3 years after the due date of the return to which those records apply. However, if the original return was filed later than the due…

How to Roll Over Your Employer Retirement Plan Assets

Blog, RetirementBy Editorial TeamAugust 7, 2018

There are two types of rollovers: direct and indirect. A direct rollover is paid from your plan directly to your IRA or to your new employer’s retirement plan. The funds are never payable to you. An indirect (60-day) rollover is a payment made to you that you later roll over to an IRA or an…

Being Present With Your Financial Plan

Case Study, Personal FinanceBy Editorial TeamAugust 6, 2018

This week on Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Associate Michael Griffin, CFP®, who bring a discussion on the importance of both spouses being involved in the financial planning process, and how important it is for both spouses to plan for retirement should something happen to the other.

Market Roundup: Second Quarter Earnings Boost Markets Up

Economy/Stock MarketBy Editorial TeamAugust 6, 2018

The major indices ended trading down on Monday as Technology brands led decliners on the NASDAQ Composite. However, while stocks slipped, oil climbed. West Texas Intermediate crude jumped up 1.9% settling at $69.98 a barrel…

The Most Common Accounting Mistakes Small Business Owners Make and How to Avoid Them

Blog, Business Owner/Self Employed, TaxBy Editorial TeamAugust 3, 2018

Most small business owners are an expert in their field, but not necessarily in the accounting aspects of building a business. And, with this comes a few common mistakes. Yet, even simple small business accounting mistakes can prove to be financially limiting and costly down the road. With the help of an accounting professional, it…

Economic Moats

Investment Selection, VideoBy Editorial TeamAugust 3, 2018

In this episode of “Casual Finance Friday,” Research Analyst Jacob Keen explains how economic moats can provide a margin of safety, stability, and often returns in excess of the cost of capital for your investments.

Have You Made Any of These Financial Mistakes?

Blog, Personal FinanceBy Editorial TeamAugust 2, 2018

Your 20s 1. Living beyond your means. It’s tempting to splurge on gadgets, entertainment, and travel, but if you can’t pay for most of your wants up front, then you need to rein in your lifestyle, especially if you have student loans to repay. 2. Not paying yourself first. Save a portion of every paycheck first…

←1
23456789101112
…1314151617…
1819202122232425262728293031323334353637
38→
Go to Top