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Author Archives: Henssler Financial

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Q&A Time: H&R Block, Fresh Del Monte Produce and Sanderson Farms

Investment SelectionBy Henssler FinancialJune 23, 2014

The “Money Talks” hosts address listener questions on food stocks, H&R Block and our assumptions on the market for six to 10 years.

In the News: Mid-Year Reviews Can Help with 2014’s Challenges

Blog, Business Owner/Self Employed, In The News, TaxBy Henssler FinancialJune 20, 2014

With the future of Section 179 expensing uncertain, businesses should ensure they’re on track to minimize their taxes. We explain in this week’s Marietta Daily Journal. Read the Article

QuickBooks Tip: Clean Your Company File

Blog, Business Owner/Self Employed, Quickbooks TipsBy Henssler FinancialJune 20, 2014

Is QuickBooks crashing? Are you missing data? Mistakes in your reports? Oh my! Your company file may be too big. Read what to do in this QuickBooks Tip.

IRS Guidance Limits Employer Pre-Tax Subsidies

Blog, Business Owner/Self Employed, Insurance, TaxBy Henssler FinancialJune 19, 2014

The IRS prohibits employers from paying tax-free funds to employees to buy individual policies of health insurance. Learn more in this Insurance Tip.

Are You In Danger of an Audit?

Blog, TaxBy Henssler FinancialJune 18, 2014

While only 0.9% of all federal tax returns were audited, 85% of those audited owed additional taxes. Find out if you’re at risk in this week’s Tax Tip.

Are Government Bonds Risk Free?

Investment Selection, Personal Finance, VideoBy Henssler FinancialJune 17, 2014

The hosts of “Money Talks” address a listener’s question on government bonds. Troy Harmon, CFA, Mark Bendinelli, CFA and Nick Antonucci discuss why government bonds are generally deemed risk free. They also address the factors you should consider to minimize your risk and our recommended duration for holding fixed-income securities in the current interest rate…

How Much Annual Income Can Your Retirement Portfolio Provide?

Blog, RetirementBy Henssler FinancialJune 17, 2014

Withdrawing retirement assets is an art: too much and you may run out of money; too little and you may not enjoy it. Learn how to balance it in this week’s Financial Tip.

Withdrawing Assets from 529 Plans for Higher Education Expenses

Education Planning, Tax, VideoBy Henssler FinancialJune 16, 2014

John W. Dickson, C.P.A., CVA, of Henssler Financial, explains how distributions from 529 Plans can be taken tax free, the documentation you should keep in case of an audit, and why coordinating your withdrawals with education tax credits is important.

Strong Start on M&A Activity Ends in Down Week on Mixed Economic Data

Economy/Stock MarketBy Henssler FinancialJune 16, 2014

The markets began the week strong on M&A activity, only to drop late in the week on light volume and mixed economic data.

Q&A Time: Cisco, Bristol-Myers Squibb, Polaris, Harley-Davidson and Government Bonds

Investment SelectionBy Henssler FinancialJune 16, 2014

The Henssler Research Analysts provide recommendations for long-term holdings and the risks involved with investing in government bonds.

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