Tax Strategist: How Much Do I Need to Put Aside for Retirement?

A frequently asked question is, “How much do I need to put aside for retirement?” The answer to that question varies with each individual. There a number of factors to consider: the amount of your current income, savings and assets; how many years until you plan to retire; the retirement lifestyle you desire, and what you can afford to put aside.

Henssler Financial Named one of Atlanta’s Top Wealth Managers

September 2011. Kennesaw, Ga. — Henssler Financial was named to National Association of Board Certified Advisory Practices (NABCAP) list of premier advisers in Atlanta. The Atlanta Business Chronicle partnered with NABCAP to identify some of the city’s “best and brightest in the wealth management industry.” Advisers were to participate in an online questionnaire that assessed…

Tax Breaks: Limited Window of Opportunity

Last December, Congress extended a number of the Bush-era tax breaks, but only for a limited length of time. It is probably a safe bet that most won’t get extended further, considering the size of the national debt. Although numerous tax breaks were extended, only a few provide you with an opportunity to take actions that can reduce your tax bite. But if you want to take advantage of those tax breaks, you need to act this year or next. Here is a list of those extended tax breaks and what will happen when they expire.