Converting Retirement Savings to Retirement Income
There comes a time when you must transition from saving for retirement to spending in retirement. Learn the steps in this week’s Financial Tip.
Providing a Surviving Spouse with a Source of Funds While Protecting Family Wealth
Managing Associates, K.C. Smith, CFP®, and D.J. Barker, CWS®, lead a conversation with Troy Harmon, CFA, CVA, on a wealthy family whose patriarch is acting irrationally and falling in love with a younger woman who may only be after the family’s money. The experts discuss the type of estate planning that they can do now before there is a marriage and what families can do proactively to protect assets.
Market Roundup: Indices Posted Week-Over-Week Gains
The markets kicked off the week with mixed moves as the Dow Jones Industrial Average and S&P 500 Index shed some points while the NASDAQ posted gains. The Financials and Telecommunication sectors led the downswing while the Healthcare sector stepped up.
Home offices: Specific Qualifications for Deductions but Many Expenses Qualify
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights the home office deduction for those who work from home. Read the Article
QuickBooks: Setting Up Users
QuickBooks allows you to set up users so your employees only have access to areas they need. We explain in this QuickBooks Tip.
Personal Life Insurance
You need to plan to minimize the possibility of financial losses that your loved ones could suffer if you were to die. Learn more in this week’s Insurance Tip.
Checking the Status of Your Federal Tax Refund is Easy
Keep tabs on your tax refund with the IRS’ “Where’s My Refund?” tool. Learn more in this week’s Tax Tip.
Spring Cleaning Your Finances
While most spring cleaning is focused on your home, take the time to evaluate and clean up your personal finances too! Learn what to do in this week’s Financial Tip.
The Atlanta Journal Constitution Names Henssler Financial a Winner of the Atlanta Metro Area 2017 Top Workplaces Award
Henssler Financial places in top 75 Small Workplaces in 2017 Top Workplaces contest by Atlanta Journal Constitution and Workplace Dynamics.
Home Offices: Specific Qualifications for Deductions but Many Expenses Qualify
Managing Associate, Shawna L. Theriault, CFP®, C.P.A., brings to the table a case study on a family that is wondering if the home office tax deduction will benefit them when the husband accepts a telecommuting position at work. She and hosts Troy Harmon, CFA, CVA, and Senior Associate Jarrett McKenzie, CFP®, CWS®, discuss the IRS requirements for a home office deduction and what are considered deductible expenses.