Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Clay Norman, CFP®, to discuss an investor who keeps trying different investment strategies chasing returns, but is disappointed that he’s not “beating the market.” They explain how Henssler Financial determines portfolio allocation and investment selection.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, provides some tips to help you maximize your deductions and ensure the best care for your disabled or special-needs child.
The TCJA of 2017 introduced the requirement to amortize R&D expenses, impacting cash flow and financial planning for many businesses. This change increases the short-term tax burden and complicates tax planning, potentially discouraging investment in crucial R&D activities. As bipartisan efforts aim to repeal this requirement, businesses are left navigating uncertainty. Learn more about how these changes could impact your business and the potential relief on the horizon.
Unlock the hidden power of Health Savings Accounts (HSAs)! Discover how this underutilized tool can supercharge your retirement savings with unique tax advantages. Learn who qualifies, the triple tax benefits, and how HSAs can serve as a supplemental retirement plan. Maximize your savings and plan for a healthier, wealthier future!
With new vehicle prices averaging over $48k and rising interest rates, should you buy or lease? We cover points you should consider.
While most pet expenses aren’t tax-deductible, there are some exceptions for service animals, guard dogs, fostering, and professional breeders.
Chief Investment Officer Troy Harmon, CFA, CVA, along with Senior Associate Logan Daniel, CFP®, CRPC®, and Tax Manager Jessie Thomas, CPA, from Henssler CPAs & Advisers, offer valuable tax advice for a couple with a disabled child. They share insights on what may qualify as a medical expense deduction.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains why a liquidity-based approach with fixed-income investments is more effective than age-based allocation.
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.
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.