What’s Your Money Script?
Do you believe money is bad? Or that money makes the man? Maybe you believe that with money comes great power. How you view money influences your financial success. We explain in this week’s Financial Tip.
Private School Tuition Now a Qualified Education Expense
The Tax Cuts and Jobs Act made changes to 529 Plans, allowing for withdrawals for private K-12 tuition. hensslervideo_personal_finance
Private School Tuition is Now a Qualified Education Expense for 529 Plans
Principal Jennifer J. Thomas, CFP®, and Managing Associate D.J. Barker, CWS®, join Troy Harmon, CFA, CVA to discuss the changes the Tax Cuts and Jobs Act made to 529 Plans, now allowing withdrawals of up to $10,000 for private elementary and high school tuition.
Market Roundup: Favorable Earnings Results in a Positive Week for Equities
With the markets closed Monday for Martin Luther King Jr. Day, they made up during the rest of the week with plenty of action and new all-time highs. Indices landed slightly to the red side on Tuesday. The Dow Jones Industrial Average jumped above 26,000 for the first time before retreating for the session. Energy brands declined amid a dip in oil prices.
Economy Catalysts: Interest Rates, Government Shutdown, and Trade War
Most investors want to know what is driving the economy—where are we and where are we going? And, most importantly, what does this mean for the investor? While there are many moving parts to an economy, some of the catalysts that are affecting today’s economy include the Federal Reserve’s monetary policy, the U.S. government shutdown,…
Quickbooks Tip: Five Reports You Need to Run in January
Does your accounting to-do list look like a clean slate, or are critical 2017 tasks still nagging? We share five reports you should run in January in this QuickBooks Tip.
Loss of Tax Deductions, Gains of Tax Credits
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how the loss of personal exemptions may affect families. Read the Article
Facing the Possibility of Incapacity
There are many factors to consider when you are planning for the potential for incapacity, even when you have substantial financial resources available for your long-term care. We explain this this Estate Planning Tip.
Driving For Uber Or Others? Your Tax Situation Is Unique
If you schlep people around town as part of a ride-sharing service, you are considered self-employed and have a unique tax situation that warrants attention! We explain in this week’s Tax Tip.
Loss of Tax Deductions, Gains of Tax Credits
Bil Lako, CFP®, explains while everyone lost personal exemptions, many more taxpayers gained the child tax credit. Read the Article on Sean Hannity’s Website