Holiday Gifting with a Tax Twist
While all the holiday gifts you give will cost you money, some might also yield a tax benefit.
Market Roundup: Mixed Weekly Results Buoyed by Strong Jobs Report
Indices started the week in the red zone with Technology stocks dipping on continuing tariff tensions and manufacturing data. The Institute for Supply Management’s Manufacturing Index for November fell to 48.1 from 48.3 in October, versus expectations for a jump to 49.4. The slide continued Tuesday when President Trump said a U.S.-China trade agreement may have to wait until after next year’s elections.
Longevity Annuities Are Meant to Transfer the Longevity Risk—Not Lower RMDs
The “Money Talks” Experts dig into a case study of an investor who wants to minimize her required minimum distributions and wonders if a qualified longevity annuity contract will work for her situation.
Qualified Charitable Distributions: Using Your IRA to Give from the Heart
If you are 70½ or older and must begin taking annual required minimum distributions, you can use a qualified charitable distribution (QCD) to donate from your IRA and get a tax break, whether you itemize or not.
Dec 2019 Market Minute: Trade, Manufacturing Sector, Global Banking’s Impact on the Economy
For the month of December, our Research Analysts are watching how Trade, the contracting Manufacturing sector, and global banking may affect the economy.
In the News: Enhancing the value of your business before selling
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares the story of a small-business owner who demonstrates the growing need for business exit planning. 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 be reliable and current,…
Cofounder Conflict Could Be One of the Biggest Threats to Your New Business
The number-one threat to your business isn’t an external factor at all. It’s the people you’ve cofounded that business with.
Should You Consider an IRS Issued Identity Protection PIN?
Often, identity theft and refund fraud victims may be unaware that their identity has been used fraudulently. Should you consider getting an Identity Protection PIN?
Deducting the Costs of Modifications for Senior-Proofing a Home
According to the Social Security Administration, 10,000 baby boomers a day are reaching the age of 65. As such, many people are senior-proofing their homes for either themselves or an older family member. If you are planning these home improvements, read this first to find out what costs might be tax-deductible.
College Cost Data for 2019-2020 School Year
Each year, the College Board releases its annual Trends in College Pricing report that highlights current college costs and trends. While costs can vary significantly depending on the region and college, the College Board publishes average cost figures, which are based on a survey of nearly 4,000 colleges across the country. Following are cost highlights…