Read This before Tossing Old Tax Records!
If you’re about to apply the KonMari method to your tax paperwork – READ THIS FIRST! While it may not spark joy, you need to keep some tax paperwork in case of an audit. We explain in this week’s Tax Tip.
Exchange-Traded Funds: ETF Strategies Can Be Trendy or Tried-and-True
As of January 2019, there were 2,007 exchange-traded funds (ETFs) listed in the United States, with about $3.6 trillion in total assets. Assets held in ETFs have more than tripled since 2010, while the number of ETFs has more than doubled.1 An ETF is a portfolio of securities assembled by an investment company, similar to…
Jun 2019 Market Minute: Tariffs, Global Trade and Chinese Banks
For June, we’re keeping our focus on three main areas: tariffs, global trade and Chinese banks.
Research and Development Tax Credits
As business owners, constantly innovating is key to staying ahead. Did you know that your innovative efforts might qualify you for the Research and Development (R&D) Tax Credit? This incentive, introduced in 1981, supports businesses that invest in new or improved products, processes, and software.
Trade Negotiations Continue to Play a Major Role in the Domestic Economy
In today’s Marietta Daily Journal, Bil Lako, CFP® agrees May was a tough month for the market. He answers if this is a typical, “sell in May and go away” phenomenon or if is there something more to the decline.
Employees’ Fringe Benefits after Tax Reform
We review the most frequently encountered fringe benefits, including those that were and were not impacted by tax changes, in this week’s Business Tip.
Henssler Managing Associate Braves Gulf Stream on Paddle Board for Cystic Fibrosis
Henssler Financial’s D.J. Barker, CWS®, a Managing Associate for the firm, is participating in Crossing For A Cure, a long-distance endurance paddle board challenge and international championship race for cystic fibrosis.
I Just Graduated from College…How do I Manage My Personal Finances?
Though you may not have given much thought to your financial future when you were in college, you have new financial challenges and goals to consider. We guide you through some in this Question of the Week.
Tax Reform Muted the AMT: Holders of Incentive Stock Options, Take Note
Although tax reform did not eliminate the AMT, it did mute that tax considerably by increasing the AMT exemptions and by substantially raising the exemption-phaseout threshold. We explain how this affects you in this week’s Tax Tip.
How Long Could it Take to Double My Money?
If you’re saving for college, retirement, or a large purchase, it can be useful to quickly calculate how an anticipated annual rate of return will affect your money over time. We explain the Rule of 72 in this week’s Financial Tip.