Close Out 2024 with These Key Financial Actions
The “Henssler Money Talks” hosts join forces to discuss key financial and tax year-end moves that investors should consider to finish 2024 on the right foot.
Hiring Seasonal Employees: What SMBs Need to Know About Payroll Taxes
Bringing on seasonal employees for the busy season? Don’t forget about payroll tax obligations! Learn how to stay compliant with essential tips on managing payroll taxes, proper worker classification, and more.
SECURE 2.0 Provides New Retirement Savings Options in 2024
The SECURE 2.0 Act, passed in Dec 2022, brings key amendments to retirement savings. From matching student loan payments to new early withdrawal exceptions, and the introduction of emergency savings accounts – 2024 is seeing significant shifts.
The Federal Reserve’s Key Meeting Dates in 2024
The Federal Reserve’s interest rate decisions shape the economy, and the FOMC meetings could influence your borrowing and investing choices in 2024.
2024 Annual Limits Relating to Financial Planning
Unlock financial clarity with our 2024 Annual Limits Relating to Financial Planning quick reference sheet! Your comprehensive guide to the numbers that matter.
S&P 500’s 2023 Triumphs Against Odds, Anticipating Trends in 2024
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the market’s performance during 2023 and look ahead to what trends we may see in 2024. The Analysts also take a closer look at the dollar’s strength and where we fit in the global economy.
A New Year, A New Opportunity to Save with a 529 Plan
Invest in your child’s bright future in 2024! We explain why 529 plans are more flexible than ever, and why you should consider a 529 plan for tax-free education savings.
‘Tis the Season for Gift Card Scams
Beware this holiday season! While gift cards top wish lists, scammers are on the prowl. Protect your festive cheer from these grinches.
Seize the Moment: Essential Financial Steps Before Year-End
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the main things that have a hard Dec. 31 deadline.
2023 Year-End Tax Planning Opportunities Are Here
Before you become distracted with the seasonal celebrations, it may be in your best interest to consider year-end tax moves that can benefit you for both 2022—2023 and 2023—2024.