Valuing a Privately Held Business: What Does it Cost?
In this episode of “Planning Priorities” Henssler Financial’s Chief Investment Officer, Troy Harmon, CFA, CVA, explains the three ways a privately held business can be valued.
In the News: Mid-Year is the Time to Factor in Tax Reform Changes
In today’s Marietta Daily Journal, Bil Lako, CFP®, tells homeowners and investors how to carefully consider the tax reform changes and plan now to avoid surprises next April!
Selling Your Business to Nonfamily
When you sell your business to a family member, your objective may be to keep the business within the family and make it as easy as possible for your relative to make the purchase. When you sell your business to nonfamily, however, your primary objective may be to get the highest possible price for the…
What expenses are included in the annual cost of college?
To the federal government the annual cost of college means the cost of attendance. Twice per year, the federal government calculates the cost of attendance for each college, adjusts the figure for inflation, and, if you or your child is applying for financial aid, uses this number to determine the financial need. Five categories of…
Got a Letter from the IRS?
If you have received an IRS envelope from the Internal Revenue Service (IRS) in your mailbox that does not contain a refund check, it will probably cause an increase your heart rate likely increased. But Don’t panic, though; most of the issues in these letters can be dealt with simply and painlessly. Every year, the…
Planning for Marriage : Financial Tips for Women
Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you’ll want to take a look at how marriage will impact your financial situation. And while there are a number of issues you’ll need to think about, careful planning can…
Meet the Experts: Jennifer J. Thomas, CFP®
Henssler Principal and Senior Managing Associate Jennifer J. Thomas, CFP®, explains how Henssler Financial enables our clients to Live Ready for the direction life takes them.
Mid-Year is the Time to Factor in Tax Reform Changes
Tax Manager John Dickson, C.P.A., CFP®, CVA, joins Troy Harmon, CFA, CVA, and K.C. Smith, CFP®, to highlight some of the major changes from tax reform that will affect nearly everyone’s 2018 taxes. He discusses what you should watch out for, moves you should consider if you know you’re losing some itemized deductions, and how tax projections can help you determine how to best position your money.
Market Roundup: Week Ends Fractionally Lower
The major U.S. stock indices kicked off the week with mixed moves on Monday. The Dow Jones Industrial Average added points while the S&P 500 Index and NASDAQ Composite closed in the red. The mixed results were likely on a variety of economic data.
In the News: Hybrid Long-Term Care Insurance Policies have Changed the Insurance Landscape
In today’s Marietta Daily Journal, Bil Lako, CFP®, talks hybrid long-term care insurance policies and how they may be useful for certain investors.