Advantages and Disadvantages of Tax-Deferred Fixed Annuities
Like many investment products, tax-deferred fixed annuities have both advantages and disadvantages. We explain in this week’s Tax Tip.
Like many investment products, tax-deferred fixed annuities have both advantages and disadvantages. We explain in this week’s Tax Tip.
Whatever your goal, you’ll need a retirement plan that’s designed to support the lifestyle that you envision. Read more in this Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to begin developing your financial plan using the Ten Year Rule. 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, but accuracy cannot…
The data in your QuickBooks company file contains some of the most sensitive information on your computer. Learn what you need to do to make sure it’s secure in this Quickbooks Tip.
If you received a federal tax benefit from deducting state and local taxes as an itemized deduction in a prior taxable year and you recover all or a portion of those taxes in the current taxable year, you may need to include a portion of the recovery in gross income. We explain in this week’s Tax Tip.
For the first time in three years, interest rates on federal student loans will decrease for the 2019-2020 academic year. What are the new rates? Find out in this week’s Financial Tip.
The “Money Talks” hosts take a closer look at exactly what a financial plan is and how we go about tailoring a plan to a client’s specific situation.
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the planning issues involved when you receive restricted stock as part of your compensation package.
Generally the incorporation of a business is tax free to both the shareholders and the corporation…that is until “boot” is involved. We explain in this week’s Business Tip.
Starting a new job? You’ll need to show your Social Security card. Lost your Social Security card? You’ll need a replacement. We explain what to do in this Question of the Week.