As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that a couple could fund a 529 Plan up to $150,000 and use five-year gift tax averaging to avoid gift taxes. Click here to read the article.
Whether you’re considering changing jobs or just landing your first one, when you receive a job offer, should you take it? You can find the job that’s right for you by following a few sensible steps.
Tax return mistakes are a lot more common than you probably realize. If you’ve just discovered that you’ve made a significant mistake on your tax return, the first thing you should do is take a deep breath, and then call us!
This week on “Money Talks,” the Experts discuss a couple who have a large estate and want to start moving money to benefit their grandchildren but want to avoid gift tax complications. We suggest superfunding a 529 Plan as one option.
Seen in the Marietta Daily Journal: Henssler Principal Bil Lako, CFP®, explains how he and a team of experts were able to make the best of an underperforming insurance policy a client had substantially invested in.
Business Owners: Do you have a lot of aging receivables? Assessing finance charges can speed up customer payments.
Over the past year, inflation increased 2.6%, the highest year-over-year inflation rate since August 2018. The question on every investor’s mind is, “Where will it go from here?”
The American Rescue Plan Act of 2021 makes substantial, temporary improvements to the child tax credit for 2021, if you have qualifying children under the age of 18.
The “Money Talks” Experts explore a case study of a client who was disappointed in the performance of his life insurance policy. Through a collaborative effort between the insurance agent, the financial planner, and the client’s estate planning attorney, they repurposed the insurance policy to enhance the client’s estate plan.
Client Relationship Manager Justin Wagner, AIF®, illustrates four important investment concepts for growing your wealth.