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Author Archives: Editorial Team

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Tax Benefits for Members of the Military

Blog, TaxBy Editorial TeamJune 26, 2019

We give a rundown of the most prominent tax benefits for members of the military in this week’s Tax Tip.

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

Case Study, Featured, Investment Selection, TaxBy Editorial TeamJune 25, 2019

Restricted stock is a powerful part of compensation packages, tying your success to your company’s growth. Careful financial and tax planning can maximize the benefits and minimize the risks.

Retirement Confidence Increases for Workers and Retirees

Blog, RetirementBy Editorial TeamJune 25, 2019

According to the 29th annual Retirement Confidence Survey, having one of these will make you twice as likely to feel somewhat confident about retirement. Find out what it is in this week’s Financial Tip.

Not Every Fraud Attempt Comes with a Red Flag

Featured, In The News, Personal FinanceBy Editorial TeamJune 21, 2019

In today’s Marietta Daily Journal, Bil Lako, CFP® explains why financial fraud attempts are getting more sophisticated and what your and your adviser’s responsibilities are to prevent it.

How can I save money on summer travel?

Blog, Personal FinanceBy Editorial TeamJune 20, 2019

Follow these money-saving tips when planning your next vacation to help make it more affordable. 1. Join a Frequent Flyer Program It will probably take time to accumulate frequent flyer points, but the perks can be worth it. Depending on the program, rewards can include cheaper fares, upgrades, free companion tickets, and more. 2. Be…

Gift and Estate Tax Primer

Blog, Estate, Family Finances, TaxBy Editorial TeamJune 19, 2019

The tax code places limits on the amounts that individuals can gift to others without paying taxes. We explain in this week’s Tax Tip.

Not Every Fraud Attempt Comes with a Red Flag

Case Study, Cybersecurity, FeaturedBy Editorial TeamJune 17, 2019

The “Money Talks” hosts discuss the responsibilities of both the investor and the adviser when it comes to security and fraud attempts.

Meet the Experts: Logan Daniel, CFP®, CRPC®

Personal Finance, VideoBy Editorial TeamJune 14, 2019

Henssler Financial Associate Logan Daniel, CFP®, CRPC®, explains how our Ten Year Rule customizes the allocation of your assets between growth and fixed investments.

Spear Phishing

Blog, CybersecurityBy Editorial TeamJune 14, 2019

The incidence of spear phishing continues to increase. At Henssler, even though our in-bound email is filtered through two different third-party services, well-crafted spear phishing attempts can still make it through.

Businesses May Qualify for Research and Development Tax Credits

Featured, In The News, TaxBy Editorial TeamJune 14, 2019

In today’s Marietta Daily Journal, Bil Lako, CFP® explains how businesses who are focusing on improving your processes to give them a competitive edge in the market place may benefit from the Research and Development Tax Credit. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial.…

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