The IRS defines a real estate professional with strict criteria, and understanding these qualifications can lead to significant tax benefits. Achieving this status requires diligence but can significantly impact your financial landscape. Learn more about how you can benefit!
This week on “Money Talks,” Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, address managing a minor’s money. They discuss custodial accounts, Roth IRAs, and 529 Plans.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP® explores the pros and cons of using your Roth IRA as an emergency fund, alternative options for emergency funds, and the importance of keeping your retirement savings intact.
The national median price of existing homes hit a record $407,600 in April 2024, despite high borrowing costs. Learn about the key factors influencing these contrasting markets and their impact on the broader economy.
Adoption is a beautiful journey, but it can also be financially demanding. To help, the U.S. government offers an adoption credit, designed to offset costs like adoption fees, court costs, attorney fees, and more.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Jacob Pritchard, CFP®, to provide advice to an investor who is anxious to save for retirement with a Roth IRA but also needs to reestablish her financial situation after a divorce. The hosts provide her advice on saving and withdrawing from a Roth IRA.
Navigating pension payout options can be complex, especially when considering your spouse’s future. If you have a traditional pension plan, understanding the benefits of a single-life annuity versus a QJSA is crucial.
The Kiddie Tax applies higher rates to unearned income of certain children under 19, or under 24 for full-time students. Learn how to navigate these rules, maximize tax benefits, and plan effectively for your family’s financial future.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Clay Norman, CFP®, to discuss an investor who keeps trying different investment strategies chasing returns, but is disappointed that he’s not “beating the market.” They explain how Henssler Financial determines portfolio allocation and investment selection.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, provides some tips to help you maximize your deductions and ensure the best care for your disabled or special-needs child.