In the News: Donor-Advised Funds: Impactful Giving the Easy Way
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how easy it is for the charitably inclined to establish their own donor-advised fund to increase the impact of their giving.
What You Should Do in The Years Before Your Child Goes to College
In this episode of Planning Priorities, Henssler Associate Melanie Wells, CFP®, shares some financial steps parents can take before their children go to college.
QuickBooks Tip: How to Enter Bills
We’re in a bit of a transitional period with business bill-paying. Some paper bills still come via the U.S. Mail, however you may also be getting some through email. Others don’t come at all: You might get a reminder email, but you have to go to the vendor’s site to make a payment. How do…
Are my student loans eligible for public service loan forgiveness?
If you are employed by a government or not-for-profit organization, you may be able to receive loan forgiveness under the Public Service Loan Forgiveness (PSLF) Program. The PSLF, which began in 2007, forgives the remaining balance on federal Direct Loans after you have made 120 monthly payments under a qualifying repayment plan while working full-time…
Most Common Types of IRS Tax Problems
Receiving notification from the Internal Revenue Service that there’s some kind of problem is one of the most bone-chilling situations an American taxpayer can experience. Just receiving an envelope with a return address from the IRS can strike fear. There are many different reasons that the IRS might reach out, but some are more common…
Reviewing Your Estate Plan
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed. When should you review your estate…
Jessie Thomas, CPA
C.P.A. – Tax Consultant
Roger C. Tutterow, Ph.D.
Ph.D. – Chief Economic Adviser
Justin J. Wagner, AIF®
Client Relationship Manager, Retirement Services
Josh Weidie, CFP®, CWS®
Financial Planner