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Yearly Archives: 2018

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  2. 2018

In the News: Liquidity Needs that Don’t End at Death

Blog, Estate, In The NewsBy Editorial TeamOctober 12, 2018

Death can be expensive. Bil Lako, CFP®, explains why you need to plan for liquidity in your estate, especially if there are illiquid assets you intend your heirs to keep. 

Medicare Open Enrollment Begins October 15

Blog, InsuranceBy Editorial TeamOctober 12, 2018

What is the Medicare Open Enrollment Period? The Medicare Open Enrollment Period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage typically change. In addition, your health-care needs may have changed over the past year. The Open…

How can you better manage your short-term cash reserve?

Blog, Personal FinanceBy Editorial TeamOctober 11, 2018

The most important attribute of a cash reserve is its availability in time of sudden need. And while a federally insured savings account is considered one of the safest places to put money being reserved for emergencies, when interest rates are low, you may want to consider other alternatives. When selecting ways to invest your…

Tax Reform Eases the Alternative Minimum Tax – But It’s Still There

Blog, TaxBy Editorial TeamOctober 10, 2018

Although Congress has been promising to repeal the alternative minimum tax (AMT), they failed to do that when they passed tax reform in 2017. Instead, they lessened the effects of the AMT by increasing AMT exemptions (an amount of income exempt from AMT taxation) and raising the income thresholds for when the exemptions are phased…

On the Road to Retirement, Beware of These Five Risks

Blog, Nearing RetirementBy Editorial TeamOctober 9, 2018

Take some time now to review and understand the below risks before your journey takes an unplanned detour. 1. Traveling Aimlessly Setting out on an adventure without a definitive destination can be exciting, but probably not when it comes to saving for retirement. As you begin your retirement strategy, one of the first steps you’ll…

Liquidity Needs That Don’t End at Death

Case Study, Divorce/Loss of Spouse, EstateBy Editorial TeamOctober 8, 2018

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Associate Peter Lynch to discuss a common problem many families can have: lack of liquidity in an estate. They discuss ways to get liquidity and how planning is essential to pass assets and property to heirs.

Market Roundup: Tough Week on Wall Street Pushes Bond Yields Higher

Economy/Stock MarketBy Editorial TeamOctober 8, 2018

Indices closed the session with mixed moves on Monday, as the Dow Jones Industrial Average and S&P 500 Index closed with gains while the NASDAQ Composite shed some points. Overall, stocks gained on news that White House trade officials have reached an agreement with Canada to revamp NAFTA…

Market Update for October 2018

Economy/Stock Market, VideoBy Editorial TeamOctober 8, 2018

Henssler Research Analysts Jacob Keen and Nick Antonucci, CVA, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss the Fed’s interest rate increase in September, how Hurricane Florence affected the market, and October’s economic outlook.

Money Wise: Budgeting 101

Family Finances, Personal Finance, Starting Out, VideoBy Editorial TeamOctober 5, 2018

In this installment of Henssler Financial’s Money Wise series, Senior Associate Jarrett McKenzie, CFP®, CWS®, explains the importance of a budget, ways to keep your budget in check and how to align your spending behaviors and your budget to meet your goals.

In the News: IRS proposes regulations to limit charitable organizations that provide a state tax credit

In The News, TaxBy Editorial TeamOctober 5, 2018

The IRS’ proposed regulations primarily target new and existing programs, specifically in instances when a taxpayer makes a payment or transfers property to or for the use of a nonprofit entity and the taxpayer receives, or expects to receive, a state or local tax credit in return for such payment. 

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