Research Analyst Jacob Keen, CFA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch discuss a couple who want to increase their investment in real estate in retirement, as they see their rental units providing a positive cash flow.
Henssler Financial staff and their guests set sail on the Detroit Charter Company’s Santa Cruz 70 Trident through the Straits of Mackinac and under the Mackinac Bridge as part of the 100th Bayview Mackinac race celebration.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains the complexities of illiquid assets like fine art, real estate, and collectibles. These assets are tough to sell quickly without incurring losses and can lead to financial shortfalls in urgent situations.
The IRS has announced the 2025 contribution limits for Health Savings Accounts (HSAs) along with the new minimum deductible and maximum out-of-pocket amounts for High-Deductible Health Plans (HDHPs).
The 2024-2025 interest rate for undergraduate Direct Loans is the highest in over a decade, while the rates for graduate Direct Loans and graduate and parent PLUS Loans are at the highest level in more than 20 years.
Managing Associate D.J. Barker, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC®, are joined by Research Analyst Nick Antonucci, CVA, CEPA, to explore a situation of an investor whose wealth is tied up in illiquid assets like real estate, fine art, or jewelry. They discuss how these assets may be hard to sell quickly if funds are needed and how to diversify to increase liquidity.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, how with a special tax strategy you can pay ordinary income tax on your company stock’s cost basis at distribution and long-term capital gains tax on the appreciation.
Asset allocation and diversification are key to managing investment risk. Discover how a strategic mix of stocks, bonds, and cash alternatives can help stabilize your investments.
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
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.