Divorced, Separated, Married or Widowed This Year? Unpleasant Surprises May Await You at Tax Time
While these occasions can be stressful or ecstatic, there are some major tax complications involved.
Should I sign up for an identity theft protection service?
The term “identity theft protection service” can be misleading. Before you sign up, make sure you understand what service is provided.
The SECURE Act—Not All Bad News for Retirement Plans
The “Money Talks” experts take a deeper dive into the SECURE Act and how it affects businesses and individuals.
Key Retirement and Tax Numbers for 2020
We detail a few of the key adjustments for 2020 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
In the News: Missed your 2019 RMD? Here’s what to do
In today’s Marietta Daily Journal, Bil Lako, CFP®, guides you through the steps to take if you’ve realized you missed or miscalculated your required minimum distribution for 2019. 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…
Retirement Plans for Small Businesses
As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you’re allowed a deduction for contributions you make to an employer-sponsored retirement plan. In return, however, you’re required to include certain employees in the plan, and to give a portion of the contributions you make to those participating…
How Will the SECURE Act Affect Me or My Small Business?
The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. How will it affect you?
Planning Priorities: Making New Year’s Financial Resolutions Stick
Managing Associate K.C. Smith, CFP®, CEPA, provides some tips on how to make New Year’s Financial Resolutions that you’ll be able to keep.
Missed Your 2019 RMD? Here’s What to Do
The “Money Talks” experts discuss what you should do if you’ve missed your required minimum distribution for 2019 and how the SECURE Act changes RMDs going forward.
Hindsight Is 2020: What Will You Do Differently This Year?
People make financial decisions all the time, and sometimes these decisions don’t pan out as intended. Hindsight is 20/20, of course. Looking back, would you change anything?