As part of the recent tax reform, the Tax Cuts and Jobs Act of 2017, the deduction for home mortgage interest and property taxes has undergone substantial alterations. These changes will impact most homeowners who itemize their deductions each year. We explain in this week’s Tax Tip.
With the cost of college continuing to increase year after year, for many families, financial aid can be the deciding factor in whether a child attends the college of his or her choice. We explain how you can compare financial aid packages in this week’s Financial Tip.
This week on “Money Talks,” your hosts look at a couple’s situation where they are five years from retirement and are concerned about the likelihood of a recession in the next three to five years. The experts discuss how the Ten Year Rule would work for them and how to position their investment portfolio.
Before you start putting together an investment portfolio, you should consider a few of these well-recognized guidelines. We explain in this Question of the Week.
MARCH 2019. KENNESAW, Ga.— Henssler Financial is proud to announce that Managing Associate K.C. Smith, CFP®, and Research Analyst Nick Antonucci, CVA, have earned the Certified Exit Planning Advisor (CEPA) designation after completing The Exit Planning Institute’s intensive four-day executive MBA-style program. Smith and Antonucci join an elite group of business advisers who have received this designation and are a part of the Exit Planning Institute’s international community of CEPAs.
To ensure that you get through tax season without unnecessary costs and aggravation, read this week’s Tax Tip for a list of penalties the IRS most frequently assesses against taxpayers.
Before you purchase an investment property or rent out your own home, make sure you understand what’s involved. We explain in this week’s Financial Tip.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, to talk about cost basis, and the importance of keeping good records, so you can substantiate your gains or losses at tax time.
Henssler’s Senior Consultant Retirement Services, Scott Brown, CFS®, explains the benefits of working with Registered Investment Advisers.
Henssler Research Analyst Jacob Keen answers our “Money Talks” question of the week, “Should I invest in stocks or mutual funds?”