Succession planning isn’t just for TV dramas. In real life, it’s crucial for family businesses to ensure a smooth transition of ownership and leadership. Learn why it’s essential and how to start planning for your business’s future.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, CPA, Tax Manager with Henssler CPAs & Advisers, to recommend actions an investor and his son can do when filing the final tax return for his deceased wife.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, looks at two extreme ways to manage your 401(k) investments. He provides advice for keeping your asset allocation in line.
Did you know your employer might offer tax-free fringe benefits? From health benefits to education assistance, there are perks beyond your paycheck.
Wondering about the future of tax laws post-2025? With expiring provisions from the Tax Cuts & Jobs Act and pandemic-related changes, uncertainty looms. Stay informed to navigate potential impacts on estate and income tax planning.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship – Retirement Services, and Associate Giuliana Barbagelata, CFP®, advise for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years!
Planning for a comfortable retirement? Don’t let inflation be the sneaky thief in your portfolio! Peter Lynch, Associate at Henssler Financial, shares why understanding inflation is crucial for safeguarding your savings.
Navigating the 2024 Election Year: Wondering how to safeguard your portfolio? As seen in the @mdjonline: Bil Lako, CFP®, provides insights on staying resilient amid uncertainty, economic conditions, and global politics.
The SECURE 2.0 Act, passed in Dec 2022, brings key amendments to retirement savings. From matching student loan payments to new early withdrawal exceptions, and the introduction of emergency savings accounts – 2024 is seeing significant shifts.
Unlock the Benefits of a Health FSA! Learn how an FSA empowers employees to tackle medical expenses tax-efficiently. No federal income or employment taxes on contributions, and reimbursements for qualified medical expenses are tax-free.