While all the holiday gifts you give will cost you money, some might also yield a tax benefit.
This week on “Money Talks,” your hosts discuss the week’s downward slip despite the stellar year-to-date performance. They also cover the contraction in the manufacturing sector. The Experts also dig into a case study of an investor who wants to minimize her required minimum distributions and wonders if a qualified longevity annuity contract will work for her situation. They round out the show answering listeners’ questions on working while receiving Social Security and ratings for insurance companies.
Indices started the week in the red zone with Technology stocks dipping on continuing tariff tensions and manufacturing data. The Institute for Supply Management’s Manufacturing Index for November fell to 48.1 from 48.3 in October, versus expectations for a jump to 49.4. The slide continued Tuesday when President Trump said a U.S.-China trade agreement may…
The “Money Talks” Experts dig into a case study of an investor who wants to minimize her required minimum distributions and wonders if a qualified longevity annuity contract will work for her situation.
The “Money Talks” Experts answer listeners’ questions on the tax consequences of working while receiving Social Security benefits and ratings for insurance companies. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently…
If you are 70½ or older and must begin taking annual required minimum distributions, you can use a qualified charitable distribution (QCD) to donate from your IRA and get a tax break, whether you itemize or not.
For the month of December, our Research Analysts are watching how Trade, the contracting Manufacturing sector, and global banking may affect the economy.
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares the story of a small-business owner who demonstrates the growing need for business exit planning. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current,…
The number-one threat to your business isn’t an external factor at all. It’s the people you’ve cofounded that business with.
Often, identity theft and refund fraud victims may be unaware that their identity has been used fraudulently. Should you consider getting an Identity Protection PIN?