Watch Out for Student Loan Repayment Scams
With student loan payments resuming soon, be on the lookout for scam artists posing as legitimate debt relief companies, promising to help repay loans.
Time to Bulk Up Your Emergency Fund
Unexpected expenses can pop up at any time – that’s where an emergency fund comes to the rescue! Having a financial safety net gives you peace of mind and helps you tackle life’s curveballs with confidence.
The Back-Door Roth IRA Strategy: Pitfalls and Potential Tax Consequences
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate D.J. Barker, CWS®, to help a couple who tried to do a back-door Roth IRA on their own. Jessie and D.J. cover the nuances of a back-door Roth and some pitfalls investors can make when reporting it on their tax forms.
In the News: Beyond the 401(k): Exploring Nonqualified Retirement Plans
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that because nonqualified retirement plans fall outside the tax codes that govern plans like 401(k)s, they are not required to be offered universally to all employees.
Four Important Estate Planning Documents
Join Managing Associate Melanie Wells In this episode of Planning Priorities, where she discusses the importance of estate planning and the four estate planning documents that everyone should have.
Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on your particular circumstances; however, once you’re retired, your income plan should strive to address four basic objectives.
Research Credit Available as a Payroll Tax Credit Doubled by the Inflation Reduction Act
The Inflation Reduction Act has a provision that could benefit many small business startups, allowing them to potentially double the amount of the research and development tax credit that can be used against payroll taxes from $250,000 to $500,000 per year.
Three Benefits of Dollar Cost Averaging
Associate Josh Weidie, CFP®, CWS® explains the three main benefits of dollar cost averaging and how you may be using this strategy and not even realize it.
Beyond the 401(k): Exploring Nonqualified Retirement Plans
Jim Crone, CLU®, CFS®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP® join Chief Investment Officer, Troy Harmon, CFA, CVA, to provide some guidance to a C-suite executive who is considering a job that is offering a nonqualified deferred compensation plan. Jim explains how they work and the risks while Giuliana discusses their role in one’s retirement planning.
Henssler Financial Ranked as Top Workplace for Fifth Straight Year
Henssler Financial has been awarded a Top Workplaces 2023 honor by Atlanta Journal-Constitution Top Workplaces. The list is based solely on employee feedback measuring 15 culture drivers that are critical to the success of any organization: including alignment, execution, and connection, just to name a few.