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Monthly Archives: July 2019

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Meet the Experts: Melanie Wells, CFP®

Personal Finance, VideoBy Editorial TeamJuly 19, 2019

Henssler Associate Melanie Wells, CFP®, explains how we implement the Ten Year Rule, creating a customized financial plan for each client.

In the News: “Elder Orphans” Doesn’t Mean Dying Alone

Estate, Featured, In The NewsBy Editorial TeamJuly 19, 2019

In today’s Marietta Daily Journal, Bil Lako, CFP® explains some of your options if you have no adult children or close relatives to help care for you in your senior years.

Converting from S Corporation to C Corporation

Blog, Business Owner/Self Employed, TaxBy Henssler FinancialJuly 19, 2019

Although an S Corporation has many advantages, shareholders may wish to convert the corporation into a C corporation in certain situations. We explain what they are in this week’s Business Tip.

How Can I Get a Tax Break for Child Care?

Blog, Family Finances, TaxBy Editorial TeamJuly 18, 2019

There are tax credits available to help parents pay for child care, but there’s a catch! We explain in this Question of the Week.

Tax Consequences of Selling Interest in Business

Blog, Business Owner/Self Employed, TaxBy Henssler FinancialJuly 17, 2019

Your tax consequences for selling an interest in a business depend on the type of business entity. Read more in this Business Tip.

Retirement Programs for Federal and State Employees

Blog, RetirementBy Henssler FinancialJuly 16, 2019

Federal employees are generally covered under one of two retirement systems. Read all about them in this Financial Tip.

Business Exit Planning

Business Owner/Self Employed, VideoBy Editorial TeamJuly 15, 2019

Henssler Research Analyst Nick Antonucci, CVA, CEPA, explores the choices retiring small-business owners will have to face when it comes time to exit their business.

“Elder Orphans” Doesn’t Mean Dying Alone

Aging/Caring for Aging Parents, Case Study, Estate, FeaturedBy Editorial TeamJuly 15, 2019

We discuss the trend of “elder orphans,” seniors who have no close relatives or children to care for them in their final years.

Jul 2019 Market Minute: Interest Rates, Earnings Season, Trade with China

Economy/Stock Market, VideoBy Editorial TeamJuly 12, 2019

For July, we’re keeping our focus on three main areas: The Fed and their stance on interest rates, earnings season, and trade with China. 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 may…

In the news: Key Employees are also the Key to a Successful Ownership Transition

Business Owner/Self Employed, Featured, In The NewsBy Editorial TeamJuly 12, 2019

In today’s Marietta Daily Journal, Bil Lako, CFP®, shares both why and how you can keep key employees during an ownership transition of your business.

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