Did you know that community property laws can impact how you and your spouse file taxes? From income division to special tax rules, understanding these laws is crucial for accurate tax planning.
Looking to defer capital gains taxes when selling an investment property? A 1031 exchange allows you to reinvest proceeds into another like-kind property—keeping more of your money working for you!
The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss relationship investment scams, offering advice on warning signs to watch for and how working with a trusted financial adviser can help protect against these and other financial threats.
Stay ahead of the game with our handy 2025 Annual Limits Relating to Financial Planning—your go-to resource for all the key numbers and annual limits that impact your financial strategy. This comprehensive PDF includes updated tax brackets, retirement contribution limits, Social Security figures, gifting exclusions, and more.
“Money Talks,” hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, address an investor’s concern about the value a financial planner brings to the table. They explore how advisers provide personalized guidance, emotional support, and strategic planning that goes far beyond simply managing investments.
Director of Research Nick Antonucci, CVA, CEPA, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, debated the Financial Independence, Retire Early movement, a lifestyle approach focused on aggressive saving, investing, and frugality to achieve financial independence and retire significantly earlier than traditional retirement age.
How Safe Is Your Data? The FTC recently proposed a settlement with data broker Mobilewalla, accused of misusing location data to target consumers. Learn how to protect your privacy in an increasingly data-driven world.
The IRS is adjusting how it tracks online payments and e-commerce income, with significant changes to Form 1099-K thresholds. Starting in 2024, transactions totaling $5,000 or more will trigger a 1099-K form, with further reductions planned in the coming years.
When life throws unexpected expenses your way—like medical bills, car repairs, or job loss—having access to emergency funds can make all the difference.
A decade ago, the ABLE Act was signed into law, creating a way for individuals with disabilities to save for their future without losing eligibility for vital federal benefits. Learn more about these accounts and what changes are on the horizon:
