Nearly half of U.S. families are headed by two working spouses, often with separate accounts. Even with individual portfolios, couples can benefit from a joint strategy to maximize employer matches, diversify investments, and take advantage of spousal IRA contributions.
The IRS has postponed the application of proposed regulations related to RMDs under SECURE 2.0, now set to take effect in 2026, including RMD age clarification, Roth account distributions and spousal elections.
This week on “Henssler Money Talks,” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, shed light on when and why investors should consider selling their stocks. When a market disruptor shakes investor confidence, suddenly, everyone is looking for the exit. Selling should be a strategic decision—not an emotional reaction.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investing isn’t just about outperforming benchmarks—it’s about aligning your financial decisions with your goals, and how a comprehensive financial plan can help you achieve long-term success.
The Corporate Transparency Act (CTA) and its Beneficial Ownership Information (BOI) reporting requirements are facing legal and legislative challenges, leaving the filing deadlines uncertain. Find out what’s happening, what it means for your business, and how you can prepare for potential changes.
Every year, the Internal Revenue Service (IRS) announces cost-of-living adjustments that impact contribution limits for retirement plans, as well as various tax deductions, exclusions, exemptions, and thresholds. We look at some of the key adjustments for 2025.
Stay ahead of the game with our handy 2025 Annual Limits Relating to Financial Planning—your go-to resource for all the key numbers and annual limits that impact your financial strategy. This comprehensive PDF includes updated tax brackets, retirement contribution limits, Social Security figures, gifting exclusions, and more.
“Money Talks,” hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, address an investor’s concern about the value a financial planner brings to the table. They explore how advisers provide personalized guidance, emotional support, and strategic planning that goes far beyond simply managing investments.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores the FIRE movement—Financial Independence, Retire Early. But is this ultra-frugal lifestyle sustainable, or does it come at too high a cost?
Issuing 1099s might not be glamorous, but it’s essential for small business compliance. Learn the rules and how we can help you stay on track.