John Dickson, CPA, CVA, CFP®, Tax Partner with Henssler CPAs & Advisers, joins Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss Georgia tax credits that allow taxpayers to direct their tax money to causes they care about.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains balancing federal student loan repayments with long-term financial goals while optimizing your cash flow.
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP® work together to provide advice to an investor who is facing reinstated student loan payments; however, her life has significantly changed in the past three years, making her wonder if she has better options for paying down her student debt.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how The Conference Board’s Leading Economic Index can help investors form an idea of where our economy is headed.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Henssler’s Chief Economic Adviser Roger Tutterow, Ph.D., for an economic discussion on what the leading economic indicators are forecasting in terms of an impending recession.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how a $1.47 million 401(k) balance is every bit of $1.47 million for investment purposes, but it may not be $1.47 million once you enter the distribution phase.
Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to advise investors on diversifying the tax status of their retirement funds. They look at a couple of investors who may have less than they think in their retirement accounts because they contain all pre-tax funds.
As seen in the Marietta Daily Journal, Bil Lako, CFP® explains why you should consult a financial adviser and CPA for guidance on managing your non-spousal inherited IRA effectively. The wrong move could impact your taxes, potentially pushing you into a higher bracket.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, to provide advice to investors who are dealing with multiple inherited IRA required minimum distributions, governed by different tax rules.
As seen in the Marietta Daily Journal, Bil Lako, CFP® explains that while insurance provides a stable foundation for building your financial plan, the amount of coverage is a balance between your budget and risk management.
