Mid-Year Tax Reviews Minimize Surprises Next April
Dr. Gene and his staff remind taxpayers of the rules that have changed for 2014, and why mid-year is a good time to meet with your C.P.A.
Review May Help You Avoid AMT
In today’s Marietta Daily Journal, Bil Lako, CFP® details the benefits of a mid-year tax review. Read the Article
Quickbooks Tip: Fixed Asset Tools
Managing the life cycle of your fixed assets is a long-term process you can accomplish in QuickBooks. Learn how in this Quickbooks Tip.
Henssler Financial Named to Financial Times’ List of Top 300 RIAs in the U.S.
Join us in congratulating Henssler Financial on being named to the inaugural Financial Times’ 300 list!
Making the Most of Your Group Health Benefits
If you have group health benefits through an employer, you need to fully understand your coverage before you need it. Read what to look for in this Insurance Tip.
Is a Flex Spending Account Worth It?
The hosts of “Money Talks,” Gene Henssler, Ph.D., Bil Lako, CFP® and Mark Bendinelli, CFA, discuss what a flex spending accounts is, as well as some of the medical expenses that can be covered by flex spending. They also address the tax advantages of using a flex spending account and what factors you should consider…
Top 10 Tax Breaks You’ll Miss in 2014
State and local sales tax deduction is one of the top 10 tax breaks you’ll miss this year. What are the others? Find out in this Tax Tip.
Types of Real Estate Investments
Real estate investments are more than buying a house. We explore several types of real estate investments in this week’s Financial Tip.
Expansion of Pay As You Earn Program for Student Loans
President Obama expanded the Pay as You Earn program to include borrowers who took out federal student loans before October 2007 and those who stopped borrowing by October 2011.
Q&A Time: Sweep Accounts, Flex Spending Accounts and Insurance Penalties
Is a flex spending account worth it? We discuss the tax savings in our “Money Talks” Q&A Segment.