Purr-fect Savings: The Secrets of Pet Tax Deductions
While most pet expenses aren’t tax-deductible, there are some exceptions for service animals, guard dogs, fostering, and professional breeders.
Preserving Capital: The Benefits of a 10-Year Bond Strategy
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.
Is Tip Fatigue Wearing You Out?
Are you feeling the ‘tip creep’? Learn about the evolving tipping culture and how to navigate the new norms. From digital prompts to inflation impacts, find out why tipping expectations are on the rise.
New SAVE Repayment Plan Offers Key Benefits
The Department of Education’s new SAVE Plan is revolutionizing federal student loan repayment! Enjoy lower payments, full interest subsidies, and more with this generous income-driven plan.
Hidden Heroes of Tax Season: How A Financial Adviser Can Help
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP®, to highlight some of the financial questions and moves investors often have after tax season.
5 Essential Personal Finance Tips Every Millennial Should Know
Millennials, are you navigating your financial journey? Understanding key tax and personal finance topics like the time value of money, tax-deferred savings, student loan forgiveness, 529 plans, and HSAs is crucial secure your financial future.
Are You Spending Money to Keep Stuff You Don’t Need?
Did you know? More than 1 in 10 Americans lease a storage unit, with average prices around $165/month. Clearing out that space could create room in your budget for important financial goals.
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.
How Savers and Spenders Can Meet in the Middle
Money matters can stir up trouble in relationships when saving meets spending head-on. We look at how couples can bridge the gap, appreciate differences, and build a solid financial foundation
Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
With wildfires, hurricanes, and heatwaves, the U.S. faced a surge in billion-dollar weather disasters. Now, homeowners are grappling with rising insurance costs, coverage restrictions, and policy nonrenewals. Learn how to navigate nonrenewals, engage with insurers, and secure your home.