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Monthly Archives: February 2019

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  3. February

Should you be investing more aggressively?

Blog, Investment Selection, Personal FinanceBy Editorial TeamFebruary 28, 2019

There’s no way to know the answer to that without reviewing your individual circumstances and financial goals. However, if you are investing too conservatively, it can have a profound effect on your long-term financial security. How you should be investing depends on many factors, such as: How able are you to tolerate risk? How soon…

Big Tax Changes for Divorce Decrees after 2018

Blog, TaxBy Editorial TeamFebruary 27, 2019

Welcome to 2019 and a delayed provision of the tax reform, also known as the Tax Cuts and Jobs Act (TCJA). For divorce agreements entered into after December 31, 2018, or pre-existing agreements that are modified after that date to expressly provide that alimony received is not included in the recipient’s income, alimony will no…

Four Reasons Your Parents Might Be in Financial Trouble

Blog, Family FinancesBy Editorial TeamFebruary 26, 2019

Money can be a sensitive subject to discuss, but you’ll need to talk to your parents about it in order to get to the root of their problems and come up with a solution. Before you start the conversation, consider the following four scenarios as signs that your parents might be experiencing financial challenges, and…

Tax Diversification of Retirement Savings

Case Study, Retirement, TaxBy Editorial TeamFebruary 25, 2019

Senior Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss how the accounts you use to save for retirement make a difference, and that tax diversification is something to consider.

Ups and Downs—i.e., Market and Economic Cycles

Economy/Stock Market, VideoBy Editorial TeamFebruary 22, 2019

From expansion to exhaustion to contraction to recovery—market and economic cycles have distinct phases. In this edition of Casual Finance Friday, Research Analyst Jacob Keen discusses market and economic cycles and the inherent physics of mean reversion.

How Does QuickBooks Online Handle Mobile Expenses?

Blog, Business Owner/Self Employed, Quickbooks TipsBy Henssler FinancialFebruary 22, 2019

QuickBooks Online’s mobile app, available at the Apple App Store and Google Play, can do many of the same tasks that it performs on your office desktop. You can, for example: Check account balances. Add and edit estimates, invoices, and sales receipts. Add and edit customers, vendors, products, and services. Record invoice payments. One of…

Should I contribute to my 401(k) plan at work?

Blog, RetirementBy Editorial TeamFebruary 21, 2019

Yes! Unless you absolutely cannot afford to set aside any dollars whatsoever, you should contribute to your employer’s 401(k) plan. A 401(k) plan is one of the most powerful tools you can use to save for your retirement. The first benefit is that your pre-tax contributions to a 401(k) plan are not taxed as current…

Tax Time Is Around the Corner! Are You Ready?

Blog, TaxBy Editorial TeamFebruary 20, 2019

Tax time is just around the corner, and if you are like most taxpayers, you are finding yourself with the ominous chore of pulling together the records for your tax appointment. The difficultly of this task depends upon how well you maintained your tax records throughout the year. No matter how good your record keeping…

Hidden Gem: HSAs in Retirement

Blog, Insurance, RetirementBy Editorial TeamFebruary 19, 2019

When saving for retirement, you’re probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs. But you may not be aware of another type of tax-preferred account that may prove very useful, not only during your working years but also in retirement: the health savings account (HSA). HSA in a Nutshell…

Meet the Experts: Jarrett McKenzie, CFP®, CWS®

Personal Finance, VideoBy Editorial TeamFebruary 18, 2019

Henssler Financial Senior Associate Jarrett McKenzie CFP®, CWS®, explains how financial planning isn’t a get-rich-quick scheme, but a customized plan that develops over time that prioritizes your individual goals.

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