Is That Inheritance Taxable?
We provide an overview of issues related to being the beneficiary of an inheritance.
Market Minute – November 2020
For the month of November, the Henssler Research analysts are monitoring the developing COVID-19 vaccine, the contended Senate runoff elections, and the stock valuations in the market.
Asset Allocation: Strategically Planning with Tactical Moves
The “Money Talks” experts discuss why your asset allocation should be strategically planned rather than influenced by the controlling party of Congress or the Oval Office.
Henssler Financial Staff Feeds 65 Families for Thanksgiving Through The Center for Family Resources
Henssler Financial collected enough between food and monetary donations to fill 65 Family Food Boxes for The Center for Family Resources’ Thanks for Giving food drive.
In the News: Planning necessary to best manage a long-term care event
In the Marietta Daily Journal, Bil Lako, CFP®, discusses how a long-term care analysis in your financial plan can help determine the most efficient way to manage this potential cost. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed…
12 Financial Metrics Small Business Owners Should Track
We list 12 metrics that are extremely beneficial in helping you understand where your money is at any time.
Seeking Sun or Savings? Explore a Retirement Move
A high cost of living can become a bigger concern in retirement, when you may need to stretch a fixed income or depend solely on your savings for several decades.
IRS Releases Inflation Adjustments for 2021
Each year, the IRS to adjust the tax rates, standard deductions, and a variety of other tax related numbers to cope with inflation.
Planning Priorities: SECURE Act Strategies for Account Owners
Managing Associate K.C. Smith, CFP®, CEPA, evaluates some strategies IRA account owners can use to ensure they maximize the value of their retirement accounts that will eventually be inherited by their non-spouse heirs. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation…
Planning Necessary to Best Manage a Long-Term Care Event
The Henssler Experts discuss long-term care insurance and how long-term health care planning is an essential part of the financial plan.