Losing a loved one can be difficult. Despite the emotional trauma involved, you may also be responsible for handling things you have not done before. We walk you through a list of financial, legal, and administrative tasks to consider.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why the selling point of “lowering your required minimum distribution” of qualified longevity annuity contracts is a moot point. 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…
Unfortunately, the “vision” for cybersecurity is anything but 20/20. The crooks continue to get more sophisticated with additional tools like “deepfakes” that will add a new dimension to what is possible. No amount of legislation nor penalties are going to protect us—the consumer.
If you want to help your business succeed, taking the time and effort to make your website user-friendly for everyone may help you connect with potential customers and elevate your brand.
When was the last time you or your attorney reviewed or updated your will or trust? If it was before the passage of the Tax Cuts and Jobs Act, your documents may be out of date.
While all the holiday gifts you give will cost you money, some might also yield a tax benefit.
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 have to wait until after next year’s elections.
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.
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.