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Author Archives: Editorial Team

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Don’t Forget About Credit When Planning for Retirement

Blog, Nearing Retirement, Personal Finance, RetirementBy Editorial TeamJanuary 18, 2024

Planning for retirement? Don’t overlook the role of credit in your golden years! Whether it’s a second home, a loan for unexpected expenses, or better terms on credit cards, maintaining a healthy credit score matters.

Navigating the Tax Implications of Remote Work for SMBs: A Comprehensive Guide

Blog, Business Owner/Self Employed, TaxBy Editorial TeamJanuary 17, 2024

Embracing remote work post-pandemic? Uncover the tax implications that come with the new normal! From the benefits of reduced costs to the complexities of tax nexus, small and medium-sized businesses need to navigate the remote landscape wisely.

Retire Smart: The Debate on Mortgage Payoff and Its Impact on Cash Flow

Case Study, Family Finances, Featured, Nearing Retirement, Retirement, Your HomeBy Editorial TeamJanuary 16, 2024

Research Analyst Nick Antonucci, CVA, CEPA, joins Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch advise a couple who have different opinions on paying off their mortgage before retirement. They weigh the options between carrying mortgage debt and cash flow once the couple stops working.

In the News: New Year, new finances: Navigating the financial waters of divorce

Featured, In The NewsBy Editorial TeamJanuary 12, 2024

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that during a divorce, soon-to-be former spouses are not always rational about the division of assets or decisions they make, as they may have financial repercussions down the line.

IRS Expands Requirement to E- File Information Returns Starting in 2024

Blog, Business Owner/Self Employed, TaxBy Editorial TeamJanuary 11, 2024

Attention, business owners! New IRS regulations set to change the game for information returns filing. Starting 2024, the threshold drops to just 10 returns, impacting businesses previously exempt.

IRS Restarts Collection Notices But Adds Penalty Relief

Blog, Personal Finance, TaxBy Editorial TeamJanuary 10, 2024

The IRS unveils a groundbreaking $1 billion penalty relief initiative for 4.7 million entities hit by pandemic-related back taxes. Targeted at those with incomes below $400,000, this move aims to ease the burden on individuals, businesses, and tax-exempt organizations.

New Year, New Finances: Navigating the Financial Waters of Divorce

Case Study, Divorce/Loss of Spouse, Family Finances, Featured, Your HomeBy Editorial TeamJanuary 9, 2024

Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, advise a couple who have decided on a divorce and are in the process of unwinding 20 years of combined finances and assets.

January 2024 Market Minute

Economy/Stock Market, VideoBy Editorial TeamJanuary 5, 2024

For January 2024, the Henssler Research Analysts are paying attention to the Fed’s response to cooling inflation, the performance of quality stocks, and broader participation in market performance among S&P stocks.

In the News: S&P 500’s 2023 triumphs against odds, anticipating trends in 2024

Featured, In The NewsBy Editorial TeamJanuary 5, 2024

As seen in the Marietta Daily Journal,  Bil Lako, CFP®, explains that it appears as if the market considers inflation tamed heading into 2024; however, given the varied economic conditions, the distribution of outcomes in 2024 is sizable.

Small Businesses Could Face Borrowing Challenges

Blog, Business Owner/Self EmployedBy Editorial TeamJanuary 4, 2024

In October 2023, over half of small businesses felt the impact, with 20% adjusting hiring decisions. Despite hurdles, aspiring entrepreneurs can explore various financing options. Check out our breakdown!

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