Should You Buy or Lease Your Next Vehicle?
With new vehicle prices averaging over $48k and rising interest rates, should you buy or lease? We cover points you should consider.
Purr-fect Savings: The Secrets of Pet Tax Deductions
While most pet expenses aren’t tax-deductible, there are some exceptions for service animals, guard dogs, fostering, and professional breeders.
Essential Tax Tips for Families with Disabled or Special-Needs Children
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.
In the News: Preserving capital: The benefits of a 10-year bond strategy
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.
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!