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Author Archives: Editorial Team

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In the News: Gifting while living—seeing loved ones benefit

Featured, In The NewsBy Editorial TeamNovember 4, 2022

As seen in the Marietta Daily Journal, Bil Lako, CFP®, shares how he helped a couple coordinate a gifting plan benefitting their family without incurring any unpleasant tax consequences or creating a hardship situation for the recipient.

Use QuickBooks Online Effectively: 7 Best Practices

Blog, Business Owner/Self Employed, Quickbooks Tips, TaxBy Editorial TeamNovember 3, 2022

It’s easy to maintain QuickBooks files, improve the accuracy of your accounting work, and gain insight on the financial health of your business. Just follow the seven ways you can be safe, compliant, and productive when you’re using QuickBooks Online.

Sectors: Overweight, Underweight, or Just Right?

Blog, Investment SelectionBy Editorial TeamNovember 2, 2022

Many broad-based indexes, including the S&P 500, are weighted based on market capitalization, and that can affect performance when a heavily weighted sector suddenly falls out of favor.

Gifting While Living—Seeing Loved Ones Benefit

Case Study, Estate, Featured, Personal Finance, TaxBy Editorial TeamNovember 1, 2022

Senior Associate Michael Griffin, CFP®, and Associate Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to advise a couple who want to begin gifting their wealth to their nieces and nephews. With a wide range of ages and situations, the planners provide ways to make the most of their generous gifts.

In the News: How much should you rely on social security for your retirement?

Featured, In The NewsBy Editorial TeamOctober 28, 2022

As seen in the Marietta Daily Journal, Bil Lako, CFP®, that if you’re uncomfortable with your level of dependency on Social Security that may or may not be there when you retire, that’s an indication to make a change, in how much you save today or to your retirement lifestyle.

What Is an Offer in Compromise?

Blog, TaxBy Editorial TeamOctober 26, 2022

Long-term debt can be debilitating–especially when the money is owed to the government. Because bankruptcy will not discharge tax debts, one of your few options available for settling tax debt is an IRS program called an Offer in Compromise, or OIC.

How Much Should You Rely on Social Security for Your Retirement?

Case Study, Featured, Nearing Retirement, RetirementBy Editorial TeamOctober 25, 2022

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates D.J. Barker, CWS® and K.C. Smith, CFP®, CEPA, to guide a couple of investors with differing opinions on how much they should rely on Social Security in their financial plan.

Our Three Cents — Dot your I’s and Cross Your T’s

Business Exit Planning, Business Owner/Self EmployedBy Editorial TeamOctober 22, 2022

Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial are joined by Kenny Hall, an attorney and partner at Moore Ingram Johnson & Steele, LLP. Kenny is an expert in tax litigation, mergers and acquisitions, and capital raises and restructuring.

In the News: Laddering your bond portfolio to protect your 10-year money

Featured, In The NewsBy Editorial TeamOctober 21, 2022

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that with money you’re earmarking for your retirement spending needs, the goal is protection from the volatility of the stock market—not to maximize return.

Small Businesses Are Short-Staffed and Overwhelmed

Blog, Business Owner/Self Employed, Economy/Stock MarketBy Editorial TeamOctober 20, 2022

In August 2022, 49% of small businesses reported having job openings they could not fill. What’s a small business to do? We explore three options.

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