When margins feel thin and cash flow feels unpredictable, most business owners look to cut expenses or work harder. But often, the real issue isn’t workload — it’s pricing.
From phishing emails and smishing texts to fake “refund” notices and IRS impersonation calls, identity thieves ramp up their efforts this time of year. One click on the wrong link can lead to fraudulent tax returns, stolen refunds, and long-term financial headaches that take years to resolve.
As seen in the Marietta Daily Journal: $650+ billion. That’s how much four mega-cap tech companies plan to invest in AI. Bil Lako, CFP?, walks through the opportunities and the risks for investors.
Could you be missing an opportunity to supercharge your Roth savings? While Roth IRA contributions are limited—and phased out at higher income levels—some employer plans allow after-tax contributions and in-service withdrawals, opening the door to a strategy known as the mega backdoor Roth.
As we enjoy the Milan–Cortina 2026 Olympic games, here’s a question most fans never ask: Are Olympic medals & prize money taxed? For most U.S. athletes, federal tax on medals & USOPC bonuses is gone—but income limits, state taxes & endorsements complicate the picture.
Being organized now gives you more time to uncover deductions, understand new 2025 tax law changes, and plan ahead—not just file. From expanded credits to major updates under the One Big Beautiful Bill Act, preparation matters more than ever.
Student loans are back in the spotlight, with significant changes carrying major implications for millions of borrowers. The “Henssler Money Talks” hosts break down what’s happening with income-driven repayment plans, including updates to IBR and the emerging Repayment Assistance Plan, and how these shifts may affect monthly payments and long-term forgiveness timelines.
It’s crunch time for small-business owners! Before December 31, the right tax moves can meaningfully lower your 2025 bill — from equipment purchases and bonus depreciation to retirement contributions, income deferral, and more. Don’t miss these tax-saving opportunities.
Retirement savers, take note! Several key IRA and workplace retirement plan limits are rising again for 2026. From higher IRA contributions to bigger 401(k) deferral limits, see what’s changing and how much more you can save next year.
Did you know your gifts can do more than delight—they can also offer tax advantages? From tuition to retirement accounts, smart holiday giving can boost your loved ones and your tax strategy.
