How to File Taxes After Saying “I Do”
A married couple can choose to file jointly or separately. Both statuses can result in surprises – some pleasant and some unpleasant. We explain in this Tax Tip.
Planning Priorities: Pay Down Debt or Save for Retirement?
In this episode of Planning Priorities, Justin Wagner, AIF®, Client Relationship Manager Retirement Services, explores the math behind the decision to either pay down debt or save for retirement.
Meet the Experts: Nick Antonucci, CVA, CEPA
Research Analyst Nick Antonucci explains our bond strategy for client portfolios.
Life Insurance with Long-Term Care Benefits
If you are concerned about the high costs of long-term care but don’t want to purchase traditional long-term care (LTC) insurance, consider combining permanent life insurance coverage with long-term care benefits. We explain in this Insurance Tip.
Saving for Retirement—Taking the Tax Savings Now or Later
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the how saving for retirement to a Roth IRA for tax-free retirement funds and saving pre-tax money to a 401(k) can benefit you regardless of what you choose. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial.…
Small Business Owners May Qualify for a Home-Office Deduction
If you’re a small business owner, you may qualify for a home-office deduction. We explain the qualifications and two methods in this week’s Business Tip.
Is Student Loan Interest Still Tax Deductible?
Virtually any loan interest will qualify for the student loan interested deduction if the loan proceeds are used solely for qualified higher-education expense. We explain in this Question of the Week.
The IRS Has Cryptocurrency on Its Radar
The IRS is so focused on cryptocurrency that it issued warning letters to more than 10,000 taxpayers that it suspects might have an under-reporting problem. We explain in this week’s Tax Tip.
Saving for Retirement—Taking the Tax Savings Now or Later
The “Money Talks” experts compare saving money to a Roth IRA for tax-free retirement funds versus taking the tax break now by saving pre-tax money to a 401(k).
LastPass Security Vulnerability and Sim Swapping
By: Tim O’Pry | Chief Security Officer My favorite password manager has been found to have (another) vulnerability. Fortunately, this one has already been fixed and if you have auto-updates enabled, it was fixed before the bad guys likely had a chance to find out about it. More details on the vulnerability here. What should…