As the year ends, it’s time to evaluate your stock portfolio and optimize your tax position. Whether it’s offsetting gains with losses, leveraging the 0% capital gains tax rate, or donating appreciated securities, there are many opportunities close the year strong.
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, to explore sequence risk and the long-term effects of retiring in a down market. Jarrett and K.C. unpacked how the Henssler Ten Year Rule nearly eliminates this risk.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how thoughtful planning today can create opportunities for tomorrow. He explores how to make the most of your gifts for 2024, from maximizing tax exclusions to funding 529 Plans and retirement accounts.
DECEMBER 2024. KENNESAW, Ga.— The Atlanta Business Chronicle ranked Henssler Financial at No. 21 on their list of Atlanta’s Largest Financial Planning & Advisory Firms and at No. 23 on their Atlanta’s Largest Money Managers list for 2024.
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:
Nearly half of retirees leave the workforce earlier than planned—many due to company changes or hardships like disability. Are you financially prepared for the unexpected?