The “Money Talks” Experts discuss a situation for a couple of investors who have bought and sold several different types of assets throughout the year. They talk about the holding periods and how they affect the capital gains treatment.
If you’re retired or close to retiring, then you’ve probably got nothing to worry about — your Social Security benefits will likely be paid to you in the amount you’ve planned on (at least that’s what most of the politicians say). But what about the rest of us? The Media Onslaught Watching the news, listening…
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how purchasing long-term care insurance in your 50s can be more cost effective.
Managing your business’s cash flow is about having access to what you need to put your best foot forward today AND to better prepare yourself for challenges that may develop in the future.
Was your 2018 federal tax refund less than normal, or—worse yet—did you owe tax despite usually getting a refund? We explain why it might be time for a payroll tax checkup.
U.S. citizens and resident aliens are taxed on their worldwide income, whether they live inside or outside of the U.S. However, qualifying U.S. citizens and resident aliens who live and work abroad may be able to exclude from their income all or part of their foreign salary or wages, or amounts received as compensation for…
Our hosts delve into a recent client situation where a fairly young couple are looking to purchase a long-term care policy. Jim discusses how their age and our current interest rate environment may affect their rates.
The Center for Family Resources CEO Melanie Kagan and Director of Operations Lee Smith join “Money Talks” to share the organization’s mission and upcoming Thanks for Giving food drive.
Honored for their outstanding service, five financial professionals from Henssler Financial were named to the 2018 Five Star Wealth Manager list for Atlanta by Five Star Professional. The list of winners published in the October 2019 issue of Atlanta Magazine.
The annual Medicare Open Enrollment Period is a good time to review your current Medicare plan. What worked for you last year may not work for you this year.