Skip to content
  • Contact Us
  • About Us
  • Planning Portal
    • Access Planning Portal
    • Planning Portal Mobile App
    • Henssler Financial Bill Pay
  • Tax Portal
    • Access Tax Portal
    • Pay Tax Bill
  • Careers
  • Compliance
Top Header Bar Menu
Search:
Search
Henssler Financial
Live Ready by approaching life as unpredictable and seeing change as a certainty
Henssler FinancialHenssler Financial
  • PERSONAL
    • Personal Finances
    • Talk to an Expert
  • BUSINESS
    • Business Finances
    • Talk to an Expert
  • WEALTH MANAGEMENT
  • MONEY TALKS
  • UNIVERSITY
  • PERSONAL
    • Personal Finances
    • Talk to an Expert
  • BUSINESS
    • Business Finances
    • Talk to an Expert
  • WEALTH MANAGEMENT
  • MONEY TALKS
  • UNIVERSITY
  • ABOUT US
  • CONTACT US
  • PLANNING PORTAL
    • Planning Portal
    • Planning Portal Mobile App
    • Henssler Financial Bill Pay
  • TAX PORTAL
    • Access Tax Portal
    • Pay Tax Bill
  • CAREERS
  • COMPLIANCE

Yearly Archives: 2024

You are here:
  1. Home
  2. 2024

Tax Treatment of Home Energy Rebates

Blog, Tax, Your HomeBy Editorial TeamJune 5, 2024

Many states have applied for or have received optional early funding to jumpstart their home energy rebate programs. Rebates are expected to be available in some states starting in 2024.

Preserving Capital: The Benefits of a 10-Year Bond Strategy

Case Study, Featured, Investment Selection, Nearing Retirement, Personal FinanceBy Editorial TeamJune 4, 2024

Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the unique perspective Henssler has on bond investing, including how they fit into an overall portfolio and when you should be buying them.

The Latte Habit: Little Things Add Up Over Time

VideoBy Editorial TeamJune 4, 2024

Ever wonder where all your money goes? Small daily habits, like a coffee or quick snack, add up more than you think! Managing Associate D.J. Barker, CWS®, dives into how little expenses can snowball over time and explores the true cost of our daily indulgences.

In the News: Crafting your financial future: Beyond the 401(k) widget

Featured, In The NewsBy Editorial TeamMay 31, 2024

As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how financial planning is both an art and a science. Don’t just rely on assumptions—consult a pro to tailor your plan to your unique goals and risk tolerance.

Unlocking Financial Relief: How Medicaid Waiver Payments Offer Tax Benefits and Tax Free Income

Blog, TaxBy Editorial TeamMay 30, 2024

Dive into the complexities of Medicaid waiver payments, a crucial lifeline for caregivers in the U.S. Learn about their tax implications, relationship with the Earned Income Tax Credit (EITC), and proper reporting methods. Maximize your benefits and ensure compliance with IRS guidelines.

Social Security 101

Blog, Nearing Retirement, RetirementBy Editorial TeamMay 29, 2024

Learn the basics of Social Security benefits. Understanding full retirement age, claiming options, spousal benefits, and more can make a big difference in your financial future!

Crafting Your Financial Future: Beyond the 401(k) Widget

Case Study, Featured, Retirement, Starting OutBy Editorial TeamMay 28, 2024

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, to provide a couple advice on saving for retirement; however, they don’t have a clear goal. The financial experts provide some advice on whether the investors should sit down with a financial adviser.

In the News: From IRA to Roth: Strategic conversions for tax-efficient retirement

Featured, In The NewsBy Editorial TeamMay 24, 2024

As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how to manage hefty retirement funds and minimize tax burdens with smart strategies like Roth conversions. 

Understanding the Tax Implications of Inheriting or Receiving a Home as a Gift

Blog, Tax, Your HomeBy Editorial TeamMay 23, 2024

Inheriting vs. Gifting: What’s the better tax move for a home? Discover the tax implications and key considerations when deciding whether to receive a home as a gift or as an inheritance.

What Stubborn Inflation Could Mean for the U.S. Economy

Blog, Economy/Stock MarketBy Editorial TeamMay 22, 2024

It’s important to keep in mind that the most dangerous battle against inflation seems to have been won. The issue now is that there has been upward movement during the first three months of 2024.

←1
234567891011
…1213141516…
17181920212223
24→
Go to Top