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.
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. Read the Article This article is…
If you’re already using QuickBooks Online, you know how much impact its bookkeeping abilities have had on your company’s accounting operations. You’re saving time, which in-turn saves money, and you’re reducing errors. When a customer or vendor calls with a question, or you yourself need to track down a critical detail to solve a problem,…
For the 2019-2020 school year, the federal government’s financial aid form, the FAFSA, can be filed as early as October 1, 2018. It relies on current asset information and two-year-old income information from your 2017 tax return, which means you’ll have the income data you need when you sit down to complete the form. This…
Blockchain is a data structure used to create a digital ledger shared among a distributed network of computers. It was initially designed for the peer-to-peer exchange of the virtual currency bitcoin. However, businesses are now developing and testing some potentially game-changing blockchain applications. According to a recent survey of executives across a variety of industries,…
Tax Manager Dan DiLuzio, CPA, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss recent IRS guidance on charitable donations that allow taxpayers to claim state tax credits designed to offset the limited state and local tax deductions.
The Dow Jones Industrial Average and S&P 500 Index shed some points on Monday, while the NASDAQ Composite stepped up. Moves were mixed amid trade concerns, D.C. turmoil, and a jump in oil prices…
SEPTEMBER 2018. KENNESAW, Ga.— Henssler Financial remains one of Atlanta’s largest independent financial advisory firms, earning a place on the Atlanta Business Chronicle’s lists of Atlanta’s Top 25 Financial Planning & Advisory Firms and Atlanta’s 25 Top Money Managers. Published in the September 14th edition of the paper, advisory firms on the list are ranked…
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that investors need to plan for retirement withdrawals about 10 years prior to retirement. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article…
The Tax Cuts and Jobs Act has left many of today’s businesses with big questions. Incorporation remains a hot topic, but this law is shaking things up. It’s quick to assume your company should be one or the other, but without careful consideration of the facts, your organization may end up facing financial loss, hefty…