Bond Yields Are Up, but What Are the Risks?
Bonds are generally considered to have lower risk than stocks, but they are not without risk. In fact, bonds are subject to multiple risks.
Saving for College with a 529 Plan
Associate Clay Norman, CFP®, explores the benefits of 529 savings plans for parents looking to save for their child’s college education. These plans offer tax advantages, flexible contribution options, and various investment choices.
The Significance of Milestones and Responsibilities in Early-Stage Advisor Agreements
Entrepreneurs may overlook the importance of structuring advisory relationships with care. One of the most common pitfalls startups face is overcommitting equity in exchange for advisory services.
Economic Signals: Understanding the Leading Economic Indicators
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Henssler’s Chief Economic Adviser Roger Tutterow, Ph.D., for an economic discussion on what the leading economic indicators are forecasting in terms of an impending recession.
In the News: Are You Prepared for the Tax Implications of Your Retirement Savings?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how a $1.47 million 401(k) balance is every bit of $1.47 million for investment purposes, but it may not be $1.47 million once you enter the distribution phase.
Much Ado About RMDs
The SECURE 2.0 Act, included numerous provisions that affect required minimum distributions (RMDs), including when to begin RMDs.
Henssler Financial Makes Financial Advisor Magazine’s List of RIA Firms
OCTOBER 2023. KENNESAW, Ga.— Henssler Financial placed No. 179 on Financial Advisor Magazine’s 2023 Registered Investment Advisors (RIA) Survey & Ranking list. The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end
How to Apply for a Georgia Tax Credit
John Dickson, CPA, CVA, CFP®, explains how to request pre-approval for a Georgia Tax Credit on the Georgia Tax Center Website. Available credits include Qualified Law Enforcement Foundation credits, Foster Child Organization credits, Georgia Film Credits, and Qualified Education Expense Credit.
Year-End 2023 Tax Tips
Discover the essential strategies to minimize your tax liability and take control of your financial future as the year comes to a close. Get ready to navigate the year-end tax maze with confidence and secure your financial well-being with these tax tips!
Are You Prepared for the Tax Implications of Your Retirement Savings?
Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to advise investors on diversifying the tax status of their retirement funds. They look at a couple of investors who may have less than they think in their retirement accounts because they contain all pre-tax funds.