Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
With home prices skyrocketing, the current principal residence capital gains exclusion can be restrictive. Learn how to reduce your tax burden when selling your home in 2024
Six Reasons to Work with a Financial Professional
Life events usually equal money events! From marriage to retirement, big life changes often come with important financial decisions. Henssler Financial Senior Associate Michael Griffin, CFP®, provides six reasons how a financial professional can help you navigate your financial future.
Retirement Planning: Leveraging Net Unrealized Appreciation for Tax Savings
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Josh Weidie, CFP®, CWS®, discuss an investor with a significant retirement balance in his company’s stock. They cover when the net unrealized appreciation strategy may be applicable.
Henssler Financial Announces Jacki Osborne as New Chief Financial Officer
Henssler Financial is proud to promote Jacki Osborne to Chief Financial Officer. Ms. Osborne has been an integral part of the Kennesaw financial firm for 13 years, demonstrating exceptional leadership and a deep understanding of the firm’s financial operations.
In the News: Market timing or strategic investing: Building a resilient portfolio
As seen in the Marietta Daily Journal: Bil Lako, CFP®, discusses using indicators to time trades perfectly, versus focusing on long-term investing, dollar cost averaging, and building a diversified portfolio tailored to your goals and risk tolerance.
Guarding Your Refund: The Complicated World of Tax-Related Identity Theft
Tax season should be about reclaiming your hard-earned money, not dealing with identity theft. Learn to recognize the red flags and take immediate action to secure your financial well-being.
A Guide to Maximizing Tax Deductions for Small-Business Owners
Tax Tips for Small Business Owners! Maximize your deductions and minimize your tax liability with our comprehensive guide. Learn how effective tax planning can boost your bottom line and keep your business thriving.
Market Timing or Strategic Investing: Building a Resilient Portfolio
Trying to time the market is a gamble—predicting the bottom and the peak is nearly impossible. Instead, we recommend focus on strong fundamentals and strategic portfolio design.
Henssler Financial’s Philanthropy Efforts Earn Bob Prillaman Award from KSU Foundation
Henssler Financial is honored to receive the Bob Prillaman Award for Outstanding Corporate Community Philanthropy from the Kennesaw State University Foundation.
July 2024 Market Minute
For July, the Henssler Financial Research Analysts are keeping a close eye on signs of weakening in the labor market, a slowdown in housing, and if inflation continues to weigh on retail sales.