Tax Treatment of Home Energy Rebates
Many states have applied for or have received optional early funding to jumpstart their home energy rebate programs. Rebates are expected to be available in some states starting in 2024.
Preserving Capital: The Benefits of a 10-Year Bond Strategy
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the unique perspective Henssler has on bond investing, including how they fit into an overall portfolio and when you should be buying them.
The Latte Habit: Little Things Add Up Over Time
Ever wonder where all your money goes? Small daily habits, like a coffee or quick snack, add up more than you think! Managing Associate D.J. Barker, CWS®, dives into how little expenses can snowball over time and explores the true cost of our daily indulgences.
In the News: Crafting your financial future: Beyond the 401(k) widget
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how financial planning is both an art and a science. Don’t just rely on assumptions—consult a pro to tailor your plan to your unique goals and risk tolerance.
Unlocking Financial Relief: How Medicaid Waiver Payments Offer Tax Benefits and Tax Free Income
Dive into the complexities of Medicaid waiver payments, a crucial lifeline for caregivers in the U.S. Learn about their tax implications, relationship with the Earned Income Tax Credit (EITC), and proper reporting methods. Maximize your benefits and ensure compliance with IRS guidelines.
Social Security 101
Learn the basics of Social Security benefits. Understanding full retirement age, claiming options, spousal benefits, and more can make a big difference in your financial future!
Crafting Your Financial Future: Beyond the 401(k) Widget
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, to provide a couple advice on saving for retirement; however, they don’t have a clear goal. The financial experts provide some advice on whether the investors should sit down with a financial adviser.
In the News: From IRA to Roth: Strategic conversions for tax-efficient retirement
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how to manage hefty retirement funds and minimize tax burdens with smart strategies like Roth conversions.
Understanding the Tax Implications of Inheriting or Receiving a Home as a Gift
Inheriting vs. Gifting: What’s the better tax move for a home? Discover the tax implications and key considerations when deciding whether to receive a home as a gift or as an inheritance.
What Stubborn Inflation Could Mean for the U.S. Economy
It’s important to keep in mind that the most dangerous battle against inflation seems to have been won. The issue now is that there has been upward movement during the first three months of 2024.