Is It Time for a Payroll Tax Checkup?
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.
Earn Tax-Free Income from Working Abroad
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…
It Matters When You Buy Long-Term Care Insurance
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.
Interview: The Center for Family Resources—Melanie Kagan and Lee Smith
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.
Six Experts from Henssler Financial Named to Atlanta’s Five Star Wealth Manager List
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.
Medicare Open Enrollment Begins October 15
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.
Oct 2019 Market Minute: Manufacturing Sector, 3Q Earnings, Fed
For the month of October we’re keeping a close eye on any further contraction in the Manufacturing sector, Third Quarter’s earnings and the Federal Reserve.
In the News: Keep Your Plan Based on Your Needs, not Politics
In today’s Marietta Daily Journal, Bil Lako, CFP® explains to those worried about politics affecting the markets that the economic backdrop already in place when impeachment talks begin generally will prevail.
Get Those Kids a Job, and Take Advantage of Tax Breaks
Children who are dependents of their parents are subject to what is commonly referred to as the kiddie tax. This generally applies to children under the age of 19 and full-time students over the age of 18 and under the age of 24. The kiddie tax originated many years ago to close a tax loophole…
How can I protect my identity and my money?
Large-scale data breaches seem to be in the news frequently. Breaches have become more common—a byproduct of living in an increasingly digital world. During the first six months of 2019, the Identity Theft Resource Center (ITRC), a nonprofit organization whose mission includes broadening public awareness of data breaches and identity theft, had already tracked 713…