2024 Annual Limits Relating to Financial Planning
Unlock financial clarity with our 2024 Annual Limits Relating to Financial Planning quick reference sheet! Your comprehensive guide to the numbers that matter.
In the News: Retire smart: The debate on mortgage payoff and its impact on cash flow
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores if you should pay off your mortgage before retirement. He offers tips on maximizing your financial strategy that will allow you to sleep well at night!
Don’t Forget About Credit When Planning for Retirement
Planning for retirement? Don’t overlook the role of credit in your golden years! Whether it’s a second home, a loan for unexpected expenses, or better terms on credit cards, maintaining a healthy credit score matters.
Navigating the Tax Implications of Remote Work for SMBs: A Comprehensive Guide
Embracing remote work post-pandemic? Uncover the tax implications that come with the new normal! From the benefits of reduced costs to the complexities of tax nexus, small and medium-sized businesses need to navigate the remote landscape wisely.
Retire Smart: The Debate on Mortgage Payoff and Its Impact on Cash Flow
Research Analyst Nick Antonucci, CVA, CEPA, joins Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch advise a couple who have different opinions on paying off their mortgage before retirement. They weigh the options between carrying mortgage debt and cash flow once the couple stops working.
In the News: New Year, new finances: Navigating the financial waters of divorce
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that during a divorce, soon-to-be former spouses are not always rational about the division of assets or decisions they make, as they may have financial repercussions down the line.
IRS Expands Requirement to E- File Information Returns Starting in 2024
Attention, business owners! New IRS regulations set to change the game for information returns filing. Starting 2024, the threshold drops to just 10 returns, impacting businesses previously exempt.
IRS Restarts Collection Notices But Adds Penalty Relief
The IRS unveils a groundbreaking $1 billion penalty relief initiative for 4.7 million entities hit by pandemic-related back taxes. Targeted at those with incomes below $400,000, this move aims to ease the burden on individuals, businesses, and tax-exempt organizations.
New Year, New Finances: Navigating the Financial Waters of Divorce
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, advise a couple who have decided on a divorce and are in the process of unwinding 20 years of combined finances and assets.
January 2024 Market Minute
For January 2024, the Henssler Research Analysts are paying attention to the Fed’s response to cooling inflation, the performance of quality stocks, and broader participation in market performance among S&P stocks.