The Importance of a 401(k) Match
Justin Wagner, AIF®, Client Relationship Manager – Retirement Services explains how offering an 401(k) match to employees can bolster a company’s reputation and encourage employees to save for retirement.
Understanding the Impact of Coupon Rates and Yield to Maturity
Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, are joined by Associate Josh Weidie, CFP®, CWS®, to discuss bond interest rates, explaining the difference between coupon rate and yield to maturity. They also analyze how these two rates work with your bond holdings according to the Henssler Ten Year Rule.
In the News: The Power of Georgia’s unique tax credits for community impact
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how Georgia Tax Credits allow you to keep your tax dollars local by supporting a local organization or directing them to a city with the greatest need.
IRS Provides Employers Way to Withdraw Dubious ERC Claims
Many business owners have fallen victim to aggressive marketing of the Employee Retention Credit by marketers or promoters and may have filed ineligible claims. The latest guidance from the IRS includes a procedure for withdrawing a claim.
Home Energy Audit Tax Benefits
If you’ve been thinking of making home improvements that include energy efficiency improvements, you may qualify for some substantial income tax credits.
November 2023 Market Minute
For November, our Research Analysts are watching for the small opportunities the market is providing, the demand for U.S. Treasury bonds, and the trend in jobless claims that might indicate the softening of the labor market.
The Power of Georgia’s Unique Tax Credits for Community Impact
John Dickson, CPA, CVA, CFP®, Tax Partner with Henssler CPAs & Advisers, joins Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss Georgia tax credits that allow taxpayers to direct their tax money to causes they care about.
In the News: Navigating the return of student loan payments in a post-pandemic economy
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains balancing federal student loan repayments with long-term financial goals while optimizing your cash flow.
Medical Debt and Your Credit Report
Did you know that consumers are contacted by debt collectors about medical bills more than any other type of debt? Fortunately, there have been changes to the way medical debt is reported on credit reports.
Moving Transactions from Your Bank into QuickBooks Online
QuickBooks Online makes the process of importing transactions from your bank so easy—plus it reduces manual data-entry and saves valuable time!