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!
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.
Due to 2024-25 FAFSA rollout and processing delays, students may receive their college financial aid packages late this spring for the next school year.
Many of us have retirement or investment accounts, bank accounts, and insurance policies. These assets are highly desirable inheritances for your heirs because they are easy to value.
Did you know? More than 1 in 10 Americans lease a storage unit, with average prices around $165/month. Clearing out that space could create room in your budget for important financial goals.
Estate Planning Attorney Arun Gupta joins Chief Investment Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, CEPA, to highlight some of the most problematic assets to leave to heirs and why it is best to manage expectations about inheritance, ensuring heirs have realistic expectations about what they may receive.
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, and Associate Adam Stadalius, CFP®, take a deeper dive into the SECURE Act 2.0 provision allowing for Roth IRA rollovers from a 529 Plan.
The Tax Relief for American Families and Workers Act of 2024, recently passed by the House, could bring significant changes for parents and businesses. Highlights include potential increases to the child tax credit and accelerated business expense deductions. Stay tuned as the bill moves to the Senate!
Chief Investment Officer Troy Harmon, CFA, CVA, and Associates Peter Lynch and Josh Weidie, CFP®, CWS®, advise a family about missed opportunities when taking a payout from a 401(k) to pay off their child’s student loans.
Succession planning isn’t just for TV dramas. In real life, it’s crucial for family businesses to ensure a smooth transition of ownership and leadership. Learn why it’s essential and how to start planning for your business’s future.
