Setting investment goals means defining your dreams for the future. When you’re setting goals, it’s best to be as specific as possible. Writing down and prioritizing your investment goals is an important first step toward developing an investment plan.
Are you finally buying that thing you’ve always wanted or are you taking your tax return windfall and investing it for your future? Consider your other choices before splurging on more stuff.
IRS Letter 6475 gives you the total amount of money received in 2021 stimulus payments. Do not throw this letter away. This letter will help tax preparers quickly and accurately reconcile the Recovery Rebate Credit when preparing your tax returns.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to look at a client situation where a couple was able to sell their home for an incredible profit; however, they’re looking to buy their new home with cash rather than a mortgage.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains the triple tax benefit investors can get by using a Health Savings Account—including reducing your taxable income today!
MARCH 2022, KENNESAW, Ga.— Henssler Financial and John Dickson, CPA, CVA, CFP®, were winners in the 2022 Best of Cobb feature, sponsored by Cobb Life magazine and the Marietta Daily Journal. Readers cast more than 404,000 votes for their favorite business, places, and services around Cobb County. Henssler Financial was voted as Best Investment Firm, and John Dickson, CPA, CVA, CFP®, as Best Accountant on the 2022 list.
If you’re running an e-commerce business, the most important data tools provided by your platform are known as Key Performance Indicators (KPIs). They give you a quantifiable measure of overall performance and show you where improvement is most accessible.
Now that baseball season is finally here, we have a few lessons from America’s pastime that might inspire you. The one-base-at-a-time approach takes discipline, something you can apply to your finances.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna L. Theriault, CFP®, CPA, CDFA®, and Associate Peter Lynch to cover the triple tax benefit investors can achieve using Health Savings Accounts (HSAs).
If you’re unhappy with how your income tax return is shaping up this season, if you qualify, you can still make a deductible IRA contribution or Health Savings Account contribution for the 2021 tax year.