Tax Season: IRA or HSA Contributions
If you’re unhappy with how your income tax return is shaping up this season, if you qualify, you can still make a deductible IRA contribution or Health Savings Account contribution for the 2021 tax year.
In the News: Are you receiving a fiduciary level of service?
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains fiduciary duty and which type of financial adviser is bound by it.
8 Tips to Build a Sustainable Business
Often, entrepreneurs get caught up with hyper-growth rates, and start thinking of how they can replicate these results. Understanding how to build a sustainable business might be the difference between success and failure.
Tax Benefits for Child Daycare Providers and Users
Special tax benefits are available for those providing daycare services for children and the parents who pay for those services. We take a look at the various tax deductions daycare providers may use and the childcare tax credit that the parents may claim.
Are You Receiving a Fiduciary Level of Service?
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and a Financial Planner to discuss why investors should know if they are receiving a fiduciary level of service when working with a financial adviser.
Henssler Financial Named a Winner of the Metro Atlanta Top Workplaces 2022 Award
With a people-centered culture, strong values, and confident leadership, employee feedback has garnered Henssler Financial another Top Workplaces award from The Atlanta Journal-Constitution.
March 2022: Market Minute: Ukraine Conflict, Commodity Prices, and Fed Meeting
For March 2022, our Research Analysts are watching the Russia-Ukraine conflict as many nations have imposed sanctions on Russia. They’ll also be keeping tabs on commodity prices as the war increased the strain on the global supply chain. Finally, they’ll be monitoring the March Fed Meeting as an increase in interest rates is expected.
In the News: Using diversification to reduce volatility in your portfolio
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that while diversification cannot solve all your investment problems, it can go to great lengths in reducing the overall risk of investing.
Charitable Tax Deduction Peculiarities
Charitable contributions are not always cash donations. They can take many forms. We look at the issues a taxpayer may encounter related to non-cash contributions.
Using Diversification to Reduce Volatility in Your Portfolio
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, team up to cover a case study on diversifying a portfolio versus chasing returns.