Inheritances Enjoy a Special Tax Benefit
If you sell an asset you purchased, you will likely have to pay taxes on the gain. However, if you sell an asset you inherited, any gain may receive a beneficial tax treatment.
Paying for Care with Your Long-Term Care Insurance Policy
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Director of Insurance Planning Jim Crone, CLU®, CFS®, and Senior Associate Michael Griffin, CFP®, to cover a case study on a couple who needed to tap their long-term care policy. Jim discusses the process of applying for and receiving benefits.
Starting Over Financially After a Divorce
Instead of test-driving your retirement plan in your 50s, imagine you’re starting over with about of the assets. If this hits close to home, you’re not alone. Your first steps should be reestablishing your emergency fund and understanding your new cash flow.
In the News: An Inverted Yield Curve: Is It Time to Panic?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains the significance of the recent yield curve inversion and what investors should do.
There’s a Lot You Can Get Wrong With Business Budgeting
You have goals that you’ve set for your business. You need to make sure that you’re financially in a position to do that, and business budgeting is how you do it.
Raising Money-Smart Teens
As your children look forward to summer activities, especially those that cost money, the next few months might present an ideal opportunity to help them learn about earning, spending, and saving.
An Inverted Yield Curve: Is It Time to Panic?
Chief Economic Adviser Roger Tutterow, Ph.D., joins Chief Investment Officer Troy Harmon, CFA, CVA, and fellow Research Analyst Nick Antonucci, CVA, CEPA to take a deeper look at the significance of this week’s brief inversion of the yield curve, how high inflation may get, interest rates, and the possibility of a recession.
Our Three Cents — The Four C’s
The Our Three Cents hosts Troy, Nick, and K.C. of Henssler Financial discuss the four C’s of capital which are four different types of capital, that actually drive up the value of the business. Most owners forget that a strong bottom line is only a small part of the value of a business. Intangibles are the secret sauce of what makes a company special and potentially very valuable to a buyer. The Exit Planning Institute states as much as 80% of the value of the business could be wrapped up in intangible assets.
In the News: Considering paying cash for your house? Opt for carrying a mortgage instead
As seen in the Marietta Daily Journal, Bil Lako, CFP®, provides three solid reasons you shouldn’t pay cash for your house regardless of how much profit you made selling in this market.
Setting and Targeting Investment Goals
Setting investment goals means defining your dreams for the future. When you’re setting goals, it’s best to be as specific as possible. Writing down and prioritizing your investment goals is an important first step toward developing an investment plan.