Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Associate Peter Lynch in a discussion on borrowing responsibly for college education costs, and how much overborrowing can cost a student.
The major indices landed in red territory on Monday as the Energy, Materials and Financial, sectors led decliners in the S&P 500 Index. Stocks slipped on continued concerns over the economic troubles in Turkey…
QuickBooks Online’s Dashboard, the first screen you see when you log in, provides an effective overview of your company’s finances. It contains at-a-glance information about your recent expenses, your sales, and the status of your invoices. It displays a simple Profit and Loss graph and a list of your account balances. Scroll down and click…
Your actual student loan payments aren’t deductible, but the interest portion might be, thanks to the student loan interest deduction. In 2018, the maximum deduction is $2,500. You don’t need to itemize to claim this deduction. To qualify, you must meet a few requirements: First, the student loan on which you’re paying interest must be…
The tax treatment of awards received as the result of a lawsuit could result in taxable or non-taxable income, depending upon a number of issues. The laws are often complex and sometimes seemingly discriminatory. The actual taxation of an award is primarily based on the following factors: The nature of the legal action, The type…
Retirement plans established under Section 403(b) of the Internal Revenue Code, commonly referred to as “403(b) plans or “tax-sheltered annuities,” have become a popular type of employer-sponsored retirement plan. What is a 403(b) plan? A 403(b) plan is a retirement savings plan, sponsored by a tax-exempt organization or public school, that offers significant tax benefits…
Research Analysts Nick Antonucci, CVA, and Jacob Keen are joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss why investors may want to have their portfolios actively managed in retirement instead of simply choosing an age-based portfolio.
The major indices kicked off the week with gains, with the S&P 500 Index reaching its highest level since January. A strong second quarter earnings season led to the increase…
Henssler Research Analysts Jacob Keen and Nick Antonucci, CVA, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss second quarter GDP, the low unemployment rate and the likelihood of an interest rate increase from the Fed.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why it is important for both spouses to develop a fundamental understanding of your finances should something happen to the other spouse. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation…