6 Tax-Filing Statuses—Understanding the Difference
Single and MFJ are just the tip of the iceberg when it comes to determining the proper and most beneficial filing status.
Should I contribute to the traditional 401(k) or the Roth 401(k)?
In this episode of Planning Priorities, Scott Brown, CFS®, Senior Consultant, Retirement Services, explains the different tax treatment of the options in your 401(k) plan and how to determine which option may work best for you.
For Sale: This Internet Meme
Ever want to invest in something and let the actual investment be a surprise? Perhaps you’re interested in owning an Internet cat meme or a tweet. This week our Experts take a deep dive into the “new alternative” asset classes, discussing Special Purpose Acquisition Companies (SPAC), Non-Fungible Tokens (NFT), and cryptocurrencies.
6 Reasons You May Want to Convert Your Term Life to Permanent Life Insurance
Usually, term life insurance costs less than permanent life insurance for the same amount of death benefit. However, here are six reasons why you might consider converting your term life insurance to permanent life insurance.
In the News: Funding a Roth IRA for Your Child
In the Marietta Daily Journal, Bil Lako, CFP®, explains that if a child needs earned income, such as wages, tips, or money earned from mowing lawns in the neighborhood or babysitting, the the parent can make a ROTH IRA contribution for the child.
Real Estate for Income and Diversification
An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds. The primary appeal of REITs is the potential for a consistent income stream and greater portfolio diversification. Of course, like all investments, REITs also have risks and downsides.
Henssler Financial Earns AJC Top Workplaces Award
Henssler Financial has been awarded a Top Workplaces 2021 honor by The Atlanta Journal-Constitution Top Workplaces. The list is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage, LLC.
7 Personal Finance Tips for Freelancers and Gig Workers
We offer 7 personal finance tips that can benefit every person working as part of the freelance and gig economy.
Funding a Roth IRA for Your Child
This week on “Money Talks,” the hosts provide advice for an investor who wants to fund a Roth IRA for his young children.
Selling Your Business: Owner Readiness
In this “Money Talks Minute,” Certified Exit Planning Adviser K.C. Smith, CFP®, explains how as a small-business owner, your business has played a major role in your life. It’s where you have dedicated years of hard work, taken risks, overcome challenges and celebrated milestones. Despite your success, looking at your future without your business can be daunting.