Back-To-School Tax Benefits
As back-to-school season commences, the “Money Talks” hosts share advice on the available tax credits for higher education and how to coordinate them with 529 Plan withdrawals.
In the News: Taking a comprehensive approach
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the many other areas that can benefit from the coordination of a financial adviser, aside from the standard “planning for retirement.” 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…
Excess Benefit Plans
Excess benefit plans allow employees who participate in a qualified plan to exceed the contribution limitations. Learn how in this Business Tip.
What is Socially Responsible Investing?
Socially responsible investing may allow you to further both your own economic interests and a greater good, in whatever way you define that term. We explain in this Question of the Week.
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.