Life Insurance Needs: Capital Retention Approach
The capital retention approach to life insurance helps preserve capital for heirs when the surviving spouse dies. Read more in this Insurance Tip.
Not Every Fraud Attempt Comes with a Red Flag
The “Money Talks” hosts discuss the responsibilities of both the investor and the adviser when it comes to security and fraud attempts.
Meet the Experts: Logan Daniel, CFP®, CRPC®
Henssler Financial Associate Logan Daniel, CFP®, CRPC®, explains how our Ten Year Rule customizes the allocation of your assets between growth and fixed investments.
Spear Phishing
The incidence of spear phishing continues to increase. At Henssler, even though our in-bound email is filtered through two different third-party services, well-crafted spear phishing attempts can still make it through.
Businesses May Qualify for Research and Development Tax Credits
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how businesses who are focusing on improving your processes to give them a competitive edge in the market place may benefit from the Research and Development Tax Credit. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial.…
Business Owners: Three Things to Consider before Adding a Financial Wellness Program to Your Benefits Package
In an IFEBP survey, 96% of employers said employees’ personal financial issues had an impact on their overall job performance. We list three things to consider before adding a financial wellness program to your benefits package in this week’s Business Tip.
How Can I Manage My Money in a Gig Economy?
If you are one of the 16.5 million people who rely on contingent or alternative work arrangements, you need to pay close attention to your finances in order to make up for any gaps in earnings that may occur between jobs. We explain in this Question of the Week.
Read This before Tossing Old Tax Records!
If you’re about to apply the KonMari method to your tax paperwork – READ THIS FIRST! While it may not spark joy, you need to keep some tax paperwork in case of an audit. We explain in this week’s Tax Tip.
Exchange-Traded Funds: ETF Strategies Can Be Trendy or Tried-and-True
As of January 2019, there were 2,007 exchange-traded funds (ETFs) listed in the United States, with about $3.6 trillion in total assets. Assets held in ETFs have more than tripled since 2010, while the number of ETFs has more than doubled.1 An ETF is a portfolio of securities assembled by an investment company, similar to…
Jun 2019 Market Minute: Tariffs, Global Trade and Chinese Banks
For June, we’re keeping our focus on three main areas: tariffs, global trade and Chinese banks.