No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Groundhog Day isn’t just a movie—it can describe our money habits, too. A financial wellness checkup can help you spot patterns, reset priorities, and make meaningful changes while there’s still time this year.
2026 Annual Limits Relating to Financial Planning
Stay ahead in 2026 with our Annual Financial Planning Limits Guide—your go-to reference for the key numbers that shape smart financial decisions throughout the year.
AI Expectations Underpin The Fed’s Economic Outlook for 2026
Fed forecasts, rate cuts, AI investment, and a shifting labor market—what do they mean for the economy in 2026? We break down the outlook and the risks investors should be watching. Read more.
Holiday Tipping Etiquette: ‘Tis the Season to Show Your Appreciation
Holiday tipping can feel awkward—but it doesn’t have to be. From who to tip, to how much to give, a little planning can help you show appreciation without overdoing it. Read our practical guidelines to help you navigate holiday tipping with confidence and gratitude.
Year-End Individual Tax Planning Opportunities
Whether it’s Roth conversions in a low-income year, maximizing education credits, optimizing charitable giving, planning for RMDs, selling winning or losing stocks, or making the most of new SALT rules and enhanced retirement catch-up limits, your window for action closes December 31.
Consider Capital Gains Harvesting—Not Just Tax-Loss Selling
This week on “Henssler Money Talks,” K.C., Nick, D.J., and Kelly-Lynne explore year-end strategies like tax-loss selling, harvesting gains to offset recognized losses, and resetting your cost basis. We also break down how capital gains are taxed and why these moves can help you keep more of what you’ve earned.
Last-Minute Year-End Tax Tactics: Maximize Your Business Savings Now
It’s crunch time for small-business owners! Before December 31, the right tax moves can meaningfully lower your 2025 bill — from equipment purchases and bonus depreciation to retirement contributions, income deferral, and more. Don’t miss these tax-saving opportunities.
Holiday Gifts That Offer Tax Benefits for You and Your Loved Ones
Did you know your gifts can do more than delight—they can also offer tax advantages? From tuition to retirement accounts, smart holiday giving can boost your loved ones and your tax strategy.
The Smart Self-Employed Person’s Guide to Year-End Planning
If you run a single-member LLC—or work for yourself in the gig economy—year-end tax planning is key. The “Henssler Money Talks” hosts break down what counts as income, what you can deduct, and strategies for funding a retirement plan before 2025 ends.
Finish the Year Strong by Considering These Tax Moves
2025 is wrapping up fast—and your year-end tax strategy could make a meaningful difference. From maximizing retirement contributions to timing your income, harvesting losses, and making the most of charitable deductions, small steps now can lower your tax bill later.