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Author Archives: Editorial Team

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In the news: Key Employees are also the Key to a Successful Ownership Transition

Business Owner/Self Employed, Featured, In The NewsBy Editorial TeamJuly 12, 2019

In today’s Marietta Daily Journal, Bil Lako, CFP®, shares both why and how you can keep key employees during an ownership transition of your business.

Is It Safe?

Blog, CybersecurityBy Editorial TeamJuly 12, 2019

So, how does one determine if a link or file is safe? You can ask yourself if you know who sent it to you and if you were expecting it. Or you can take the time to use some online tools to scan the link or file.

Is It Time to Declare Your Financial Independence?

Blog, Starting OutBy Editorial TeamJuly 11, 2019

Want to get out of credit card debt? Stand on your own financially? Retire early? We outline steps to declare your financial independence in this Question of the Week.

In the News: It Depends on Your Financial Plan

Featured, In The News, Personal FinanceBy Editorial TeamJuly 5, 2019

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to begin developing your financial plan using the Ten Year Rule. 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 to be reliable and current, but accuracy cannot…

How QuickBooks Protects Your Data, and How You Can Help

Blog, Business Owner/Self Employed, Cybersecurity, Quickbooks TipsBy Editorial TeamJuly 5, 2019

The data in your QuickBooks company file contains some of the most sensitive information on your computer. Learn what you need to do to make sure it’s secure in this Quickbooks Tip.

New IRS Guidance on State and Local Tax Refunds

Blog, TaxBy Editorial TeamJuly 3, 2019

If you received a federal tax benefit from deducting state and local taxes as an itemized deduction in a prior taxable year and you recover all or a portion of those taxes in the current taxable year, you may need to include a portion of the recovery in gross income. We explain in this week’s Tax Tip.

Federal Student Loan Interest Rates Decrease for 2019-2020

Blog, Education PlanningBy Editorial TeamJuly 2, 2019

For the first time in three years, interest rates on federal student loans will decrease for the 2019-2020 academic year. What are the new rates? Find out in this week’s Financial Tip.

It Depends on Your Financial Plan

Case Study, Featured, Personal FinanceBy Editorial TeamJuly 1, 2019

We take a closer look at exactly what a financial plan is and how we go about tailoring a plan to a client’s specific situation.

The Win-Win Scenario of Restricted Stock Comes with Major Caveats

Featured, In The News, Investment SelectionBy Editorial TeamJune 28, 2019

In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the planning issues involved when you receive restricted stock as part of your compensation package.

How do I replace my Social Security card?

Blog, RetirementBy Editorial TeamJune 27, 2019

Starting a new job? You’ll need to show your Social Security card. Lost your Social Security card? You’ll need a replacement. We explain what to do in this Question of the Week.

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