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Monthly Archives: October 2020

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Solar Tax Credit is Sunsetting Soon

Blog, TaxBy Editorial TeamOctober 21, 2020

Thinking about going solar? You might be eligible for a federal tax credit for the purchase and installation costs.

Enterprise Value

Business Owner/Self Employed, VideoBy Editorial TeamOctober 20, 2020

Certified Exit Planning Advisor, K.C. Smith, CFP®, explains how important it is for business owners to have a plan so they can sell their business at a maximum price with the best terms when they are ready to retire.

Determining Your Retirement Withdrawal Rate

Case Study, Featured, Nearing Retirement, Personal FinanceBy Editorial TeamOctober 20, 2020

The “Money Talks” experts team up to help a couple understand what a safe withdrawal rate would be for their retirement assets. They look into different methods to calculate one and then explain the Henssler way of planning for liquidity and withdrawals in retirement.

In the News: Still too early to make moves in anticipation of higher taxes

Featured, In The NewsBy Editorial TeamOctober 16, 2020

In the Marietta Daily Journal, Bil Lako, CFP®, shares how it is nearly impossible to predict the outcome of the election, much less start making changes to your financial plan and investments in anticipation of an administration change. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler…

Record Keeping for Your Own Business

Blog, Business Owner/Self Employed, TaxBy Henssler FinancialOctober 16, 2020

Business Owners: Records management is vital because it can help you analyze where your business is and, more importantly, where it’s going.

Henssler Financial Places on CNBC Financial Advisor 100 List

Blog, In The NewsBy Editorial TeamOctober 16, 2020

OCTOBER 2020, KENNESAW, Ga.— Henssler Financial ranks at No. 80 on CNBC’s Financial Adviser 100 list, published on Oct. 6, 2020. The list celebrates the advisory firms that offer a comprehensive service that helps clients navigate through their financial life. “It’s always wonderful to be recognized for your work,” said Dr. Gene Henssler, Ph.D., president…

Coping with Market Volatility: Check Your Withdrawal Rate

Blog, Investment Selection, Nearing Retirement, Personal FinanceBy Editorial TeamOctober 15, 2020

If your nest egg has shrunk as a result of market turmoil but you continue to take the same amount of money out of it each year, you might be increasing your odds of running out of money sooner than you had planned.

How to File Taxes After Moving to a New State

Blog, TaxBy Editorial TeamOctober 14, 2020

Whether moving for a new job, to be closer to family, to retire, or for some other reason, don’t forget about taxes!

Market Minute – October 2020

Coronavirus, Economy/Stock Market, VideoBy Editorial TeamOctober 13, 2020

For the month of October, the Henssler Research Analysts are watching the slow expansion of business activity, the decrease in job openings, and the volatility before the election.

Still Too Early to Make Moves in Anticipation of Higher Taxes

Case Study, Featured, Investment Selection, Personal Finance, TaxBy Editorial TeamOctober 13, 2020

The “Money Talks” expert address a common investor concern on what moves to make in anticipation of higher taxes should Biden win the November election.

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