Defer Gains with Qualified Opportunity Funds
Investments in QOFs provide unique tax incentives that lawmakers designed to encourage taxpayers to participate in these funds. Learn more in this week’s Tax Tip.
Get Expert Help to Determine Value of Business During a Divorce
The “Money Talks” experts delve into a situation where a couple who own a business together are divorcing. They cover the many reasons a business valuation would benefit the company and how it may be used in determining an equitable divorce settlement.
Determining Your Retirement Income Needs
In order to have sufficient income to last you for your entire retirement you first need to determine your retirement income needs. We explain in this week’s Financial Tip.
Unique Concentration Risk of Owning Company Stock
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why he doesn’t recommend individuals ever invest in the company they work for and what you can do if you do own significant amounts of your company’s stock.
Is Your Small Business as Profitable as It Can Be? It’s Time to Find Out
In order to make the best decisions possible for your company, you need to have complete and accurate information. We explain what to look at to determine your small business’s profitability in this week’s Business Tip.
How much money should a family borrow for college?
There is no magic formula to determine how much you or your child should borrow for college. But there is such a thing as borrowing too much. We explain in this Question of the Week.
1040 Postmortem: Making Sense of Your Taxes and Withholding
If you owed a large amount of money for your 2018 taxes, bumping up your withholding now could help avoid a similar fate next April. We explain in this week’s Tax Tip.
The Future of Social Security and Medicare: Here’s What Trustees Are Projecting
What does the future hold for Social Security and Medicare? In this week’s Financial Tip, we list highlights from the lengthy reports the Trustees of the Social Security and Medicare Trust Funds submit to Congress.
Planning Priorities: Contributing to a Traditional IRA or Roth IRA?
Henssler Associate Logan Daniel, CFP®, CRPC®, discusses choosing between a Traditional IRA and a Roth IRA for your retirement savings.
Unique Concentration Risk of Owning Company Stock
The “Money Talks” hosts discuss a common situation amongst retirees: having their 401(k) fully invested in their employer’s company stock. When it comes time to start planning for liquidity, these investors need to consider the Net Unrealized Appreciation they have in their company stock.