Big tax changes are coming. The One Big Beautiful Bill Act extends and reshapes key provisions of the TCJA—impacting individual taxpayers, families, and small businesses. Here’s what you need to know to plan ahead.
In this episode, K.C. breaks down what it really means to retire with a pension. While guaranteed income sounds great, he highlights the often-overlooked downsides—like inflation risk, limited control, and the danger of not saving enough on your own. The Henssler Money Talks hosts also explain why even pensioned workers should consider saving independently to build flexibility and long-term security.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how between tax perks, employer matches, and the magic of compounding, the 401(k) has become the go-to tool for building your nest egg. Find out why it works so well—for everyone involved.
Heard the headlines about IRS budget cuts and lower audit rates? Don’t get too comfortable. The IRS isn’t backing off—it’s just getting smarter about who it audits. From crypto to cash businesses, Schedule Cs to suspicious deductions, the agency is using algorithms like DIF to flag high-risk returns. Learn what the IRS is really looking for—and how to avoid getting caught in the net.
Remember that moment in April when you wished you’d planned for taxes sooner? This is sooner. If your business is having a strong year, now’s the time to make smart tax moves—before fourth-quarter stress sets in. From bonus depreciation to defined benefit plans, small changes now can mean big savings later.
The “Henssler Money Talks” hosts sit down with Justin Wagner, AIF®, Henssler Financial’s Director of Business Development, to explore the real value of offering—and participating in—a 401(k) plan. For employers, we discuss the end of traditional pensions and why the shift toward defined contribution plans like the 401(k) makes sense today. On the employee side, we break down how contributions can reduce taxable income, the benefits of employer matching, the advantages of tax-deferred growth, and current annual contribution limits.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how mid-year is the perfect time to rebalance, revisit your savings goals, check tax projections, and fine-tune your investment strategy.
Want to track your business data without blowing up your chart of accounts? The Tags feature in QuickBooks® Online just got a 2025 upgrade—and it’s a game-changer for smarter reporting.
You can’t reach your retirement goals if you don’t know where you’re headed. Yet nearly half of workers haven’t estimated how much they’ll need to retire comfortably. Use our simple worksheet to start mapping out your retirement income needs—and get a clearer picture of where you stand.
A mid-year review isn’t just about catching up; it’s about getting ahead. The “Henssler Money Talks” experts walk through what you should be reviewing with your adviser now: spending, saving, taxes, investments, and any significant life changes. From rebalancing your portfolio to making smart tax moves, minor adjustments now can make a big difference by year-end.