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Author Archives: Editorial Team

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Be Aware of the Pros and Cons of Owning Rental Properties

Case Study, Featured, Investment Selection, Your HomeBy Editorial TeamMarch 28, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CWS®, discuss a retired investor who wants to generate rental income by renting multiple homes. They examine issues with becoming a landlord and some of the financial aspects he should consider.

Thank You for Voting for Henssler Financial Best of Cobb!

In The NewsBy Editorial TeamMarch 24, 2023

March 2023, KENNESAW, Ga.— Readers of Cobb Life magazine and the Marietta Daily Journal nominated and voted Henssler Financial to the Best of Cobb for the fourth consecutive year, and John Dickson, CPA, CVA, CFP® was voted Best Accountant for the third year.

In the News: Lessons learned from Silicon Valley Bank

Featured, In The NewsBy Editorial TeamMarch 24, 2023

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when interest rates increase, the value of current bonds decreases, and how that contributed to Silicon Valley Bank’s trouble.

False Employee Retention Credit Claims Can Mean Big Problems Later

Blog, Business Owner/Self Employed, TaxBy Editorial TeamMarch 22, 2023

Attention Business Owners: Before trying to claim the Employee Retention Credit (ERC), the IRS urges you to carefully review the guidelines to prevent ineligible people from filing for the credit.

Lessons Learned from Silicon Valley Bank

Case Study, Economy/Stock Market, Featured, Investment SelectionBy Editorial TeamMarch 21, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Giuliana Barbagelata, CFP® discuss the week’s major news, including the Silicon Valley Bank and Signature bank failures, the contagion effect on the banking industry, and what this means for investors with accounts at Schwab.

Your 2023 Required Minimum Distribution

Retirement, VideoBy Editorial TeamMarch 17, 2023

In this Money Talks Minute, Bil Lako, CFP®, explains how your annual required minimum distribution is based on your account balance as of December 31 the previous year.

In the News: What have you done for me lately?

Featured, In The NewsBy Editorial TeamMarch 17, 2023

As seen in the Marietta Daily Journal, Bil Lako, CFP®, asks investors, “If you liked the investment before and nothing has changed except the price decline, why wouldn’t you jump at the chance to buy more at a lower cost?”

IRS Issues Guidance on State Tax Payments

Blog, TaxBy Editorial TeamMarch 16, 2023

Did you receive a special payment from your state in 2022? Do you know if you’ll be taxed on that payment? The IRS has determined the federal income tax status, and we have the details.

50 and Older? Here’s Your Chance to Catch Up on Retirement Saving

Blog, Retirement, TaxBy Editorial TeamMarch 15, 2023

If you qualify, you can make a deductible IRA contribution for 2022 up until the tax filing deadline on April 18, 2023. If you are someone age 50 or older, don’t forget you qualify to make a catch-up contribution.

What Have You Done for Me Lately?

Case Study, Featured, Investment Selection, Personal Finance, TaxBy Editorial TeamMarch 14, 2023

Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the situation of a couple of investors who want to sell the dogs out of their portfolio and stick with the stocks that have been doing well.

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