Not Every Fraud Attempt Comes with a Red Flag
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why financial fraud attempts are getting more sophisticated and what your and your adviser’s responsibilities are to prevent it.
Avoiding Personal Holding Company Tax
Corporations should monitor their earnings and the types of income to detect potential exposure to the PHC tax. Read more in this Business Tip.
How can I save money on summer travel?
Follow these money-saving tips when planning your next vacation to help make it more affordable. 1. Join a Frequent Flyer Program It will probably take time to accumulate frequent flyer points, but the perks can be worth it. Depending on the program, rewards can include cheaper fares, upgrades, free companion tickets, and more. 2. Be…
Gift and Estate Tax Primer
The tax code places limits on the amounts that individuals can gift to others without paying taxes. We explain in this week’s Tax Tip.
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.