Chief Investment Officer Troy Harmon, CFA, CVA, along with Senior Associate Logan Daniel, CFP®, CRPC®, and Tax Manager Jessie Thomas, CPA, from Henssler CPAs & Advisers, offer valuable tax advice for a couple with a disabled child. They share insights on what may qualify as a medical expense deduction.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains why a liquidity-based approach with fixed-income investments is more effective than age-based allocation.
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.
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.
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.
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.
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.
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!
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.
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.