Some years back, it was not uncommon for parents to put their investments in their dependent children’s names to take advantage of their children’s lower tax rates. Although the Uniform Gift to Minors Act legally made a child the owner of money put into his or her name, this didn’t stop parents from routinely putting…
OCTOBER 2018. KENNESAW, Ga.— Honored for their outstanding service, five associates from Henssler Financial were named to the 2018 Five Star Wealth Manager list for Atlanta by Five Star Professional. The list of winners published in the October 2018 issue of Atlanta Magazine. William G. Lako, Jr., CFP®; Jennifer J. Thomas, CFP®; James Barker, CWS®;…
This week on “Money Talks,” it was an all research show as Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, and Jacob Keen, to discuss some investing basics for those looking to begin investing to grow their wealth.
The major indices closed with mixed moves on Monday, as the Dow Jones Industrial Average and S&P 500 Index rebounded up from session lows. The Dow ended trading with slight gains while both the S&P 500 and the NASDAQ Composite closed fractionally lower…
In this installment of Henssler Financial’s Money Wise series, Research Analyst Nick Antonucci, CVA, explains the basic concepts of how investment vehicles grow your money, the benefits of diversification, and the different asset classes for beginning investors.
By: Tim O’Pry | Chief Security Officer In our Cybersecurity 101 seminar we discussed the top 3½ things you should do to improve your security online. One of these was to regularly monitor your credit using Credit Karma so you would know if your credit score was changing and more importantly if someone had queried…
Death can be expensive. Bil Lako, CFP®, explains why you need to plan for liquidity in your estate, especially if there are illiquid assets you intend your heirs to keep.
What is the Medicare Open Enrollment Period? The Medicare Open Enrollment Period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage typically change. In addition, your health-care needs may have changed over the past year. The Open…
The most important attribute of a cash reserve is its availability in time of sudden need. And while a federally insured savings account is considered one of the safest places to put money being reserved for emergencies, when interest rates are low, you may want to consider other alternatives. When selecting ways to invest your…
Although Congress has been promising to repeal the alternative minimum tax (AMT), they failed to do that when they passed tax reform in 2017. Instead, they lessened the effects of the AMT by increasing AMT exemptions (an amount of income exempt from AMT taxation) and raising the income thresholds for when the exemptions are phased…