Do You Need a Mid-Year Tax Checkup?
So many life events provide tax-planning opportunities. See if you need tax help in this week’s Tax Tip.
Life Insurance Evaluation: Interest-Adjusted Cost Methods
Comparing similar life insurance policies? Consider trying the cost index method and the surrender cost index method. Read all about it in this week’s Financial Tip.
Financial Advisers—Taking a Comprehensive Approach
We discuss what expertise financial planners bring to the table other than planning for retirement. Many households have a combination of several moving parts that can benefit from financial coordination, including but not limited to the mortgaging of the house, saving for college, managing business assets, personal and business taxes, risk tolerances, debt, 401(k)s and other retirement accounts, and health insurance.
In the News: Will Tax Law Changes Affect Your IRA Beneficiaries?
In today’s Marietta Daily Journal, Bil Lako, CFP® explains that tax laws can always change, so you can’t assume a Stretch IRA will always be available. Your financial and estate planning need to be able to account for these changes. Read the article here Disclosures: The investments referenced within this article may currently be traded…
A Beginner’s Guide to C Corporation Distributions
Receiving money from a C corporation? The method used to make the distribution determines your tax consequences. Learn more in this Business Tip.
How Does Inflation Affect Me?
If you’re saving for any long-term goal, inflation can have an impact. We explain how inflation affects you in this Question of the Week.
Deferred Compensation: Substantial Risk of Forfeiture
Have deferred compensation? Do you know when it is subject to income tax? Find out in this week’s Tax Tip.
Life Insurance Needs: Income Replacement Approach
The income replacement approach assumes the goal of life insurance is to replace the lost earnings of a breadwinner. Read more in this week’s Financial Tip.
Protecting Yourself Financially from A Long-Term Care Event
Henssler Financial’s Director of Insurance Planning, Jim Crone, CFS®, CLU®, discusses identifying the real financial risk of needing long-term care in the future.
Will Tax Law Changes Affect Your IRA Beneficiaries?
We take a closer look at the SECURE Act that is making its way through Congress, and what it may mean for the beneficiaries of your IRAs.