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Author Archives: Editorial Team

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1040 Postmortem: Making Sense of Your Taxes and Withholding

Blog, TaxBy Editorial TeamMay 15, 2019

If you owed a large amount of money for your 2018 taxes, bumping up your withholding now could help avoid a similar fate next April. We explain in this week’s Tax Tip.

Financial Tips

The Future of Social Security and Medicare: Here’s What Trustees Are Projecting

Blog, Economy/Stock Market, Insurance, RetirementBy Editorial TeamMay 14, 2019

What does the future hold for Social Security and Medicare? In this week’s Financial Tip, we list highlights from the lengthy reports the Trustees of the Social Security and Medicare Trust Funds submit to Congress.

Planning Priorities: Contributing to a Traditional IRA or Roth IRA?

Personal Finance, Retirement, VideoBy Editorial TeamMay 13, 2019

Henssler Associate Logan Daniel, CFP®, CRPC®, discusses choosing between a Traditional IRA and a Roth IRA for your retirement savings.

Unique Concentration Risk of Owning Company Stock

Case Study, Featured, Investment SelectionBy Editorial TeamMay 13, 2019

The “Money Talks” hosts discuss a common situation amongst retirees: having their 401(k) fully invested in their employer’s company stock. When it comes time to start planning for liquidity, these investors need to consider the Net Unrealized Appreciation they have in their company stock.

Why Do Our Brains Make Bad Financial Decisions?

Featured, In The News, Investment SelectionBy Editorial TeamMay 10, 2019

In today’s Marietta Daily Journal, Bil Lako, CFP® explains why you can’t depend on your fight or flight instinct when it comes to making financial decisions. Read the Article 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…

QuickBooks Tip: Your Options to Receive Payments the Right Way

Blog, Business Owner/Self Employed, Quickbooks TipsBy Editorial TeamMay 10, 2019

How you record a customer payment in QuickBooks depends on why and how you received it. We explain in this QuickBook’s Tip.

How Does the Federal Reserve Affect the Economy?

Blog, Economy/Stock MarketBy Editorial TeamMay 9, 2019

If you follow financial news, you’ve probably heard many references to “the Fed” along the lines of “the Fed held interest rates,” or “market watchers are wondering what the Fed will do next.” So what exactly is the Fed and what does it do? We explain in our Question of the Week.

What Are the Differences Between an IRS Tax Lien and a Tax Levy?

Blog, TaxBy Editorial TeamMay 8, 2019

If you’ve received notification that the government is about to file a tax lien or tax levy against you, you might have some questions. We explain the differences in this week’s Tax Tip.

Closing a Retirement Income Gap

Blog, RetirementBy Editorial TeamMay 7, 2019

Getting close to retiring, but not sure your income will meet your needs? Read tips on how to close your income gap in this week’s Financial Tip.

May 2019 Market Minute: Earnings Season, 1Q U.S. GDP, IMF Cutting Growth Forecast

Economy/Stock Market, VideoBy Editorial TeamMay 3, 2019

In our latest Market Minute video, we highlight three things to focus on for May: Earnings season, first quarter U.S. GDP and the IMF cutting the growth forecast.

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