Watch Out for These Financial Pitfalls in the New Year
As you move through different stages of life, there are new financial opportunities and potential pitfalls around every corner.
Employee Holiday Gifts May Be Taxable
Are you giving your employees a holiday gift? It may be taxable – we explain.
Market Update – December 2020
In the month of December, the Henssler Financial Research Analysts are closely watching the COVID Relief coming out of Washington, Consumer Confidence, and Inflation and how it will affect the Fed’s benchmark interest rates. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a…
In the News: “Simple” division of assets can create larger estate plan issues
In the Marietta Daily Journal, Bil Lako, CFP®, explains while you may think assets are of equal value, cost basis, tax treatment, and how assets are titled can make them unequal gifts to your heirs.
How to Help Maintain a High Credit Score
During the holiday shopping season, your credit score is probably the last thing on your mind. But as you start your seasonal spending, remember to use credit wisely so you can start the new year with a healthy credit score. The following tips can help you maintain or potentially improve your credit score throughout the…
Don’t Miss the Opportunity for a Spousal IRA
Spousal IRAs allow a non-working or low-earning spouse to contribute to their own IRA, provided their spouse has adequate compensation.
Planning Priorities: Tax Moves Before Year End
In this episode of Planning Priorities, Emily Rubenstein, CPA, a Tax Consultant with Henssler CPAs & Advisers, highlights some moves you can make in the next few weeks to improve your 2020 tax situation.
“Simple” Division of Assets Can Create Larger Estate Plan Issues
The “Money Talks” hosts explore a client situation of a multigenerational home and the complicated estate plan they created where an “equal” division of assets may not be equitable.
Preparing for 2021: 6 Tax Planning Strategies for Small Business Owners
If you are a small business owner, every penny of your income counts. This means that you not only want to optimize your revenue, but also minimize your expenses and your tax liability. Unfortunately, far too many entrepreneurs are not well-versed on the tricks and tools available to them and end up paying far more…
In the News: Year-end financial moves you should make regardless of politics
In the Marietta Daily Journal, Bil Lako, CFP®, explains that as badly as you want to, you still can’t coast through the end of the year. There are financial moves that you should consider before you celebrate the end of 2020.