Cryptocurrencies and Taxes
Just because your cryptocurrency is anonymous doesn’t mean you may not owe taxes on your investment or transactions. We explain in this week’s Tax Tip.
The College Landscape After Tax Reform
Despite proposals to the contrary, the tax reform law did not radically change the tax breaks for higher education. Read the changes that were made in this week’s Financial Tip.
Stocks are a Long-Term Investment; Short-Term Volatility Shouldn’t Matter
It’s your money and your financial future you’re watching decline. Bil Lako, CFP®, explains that it’s the actions that you take during that volatility that define you as an investor. Read more in today’s Marietta Daily Journal This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular…
I’m starting a new job. Which is better, an HMO or a PPO?
Having to choose between an HMO and a PPO? The differences come down to flexibility and cost. We explain in our Question of the Week.
Tax Reform Limits Exchanges to Defer Taxes
Section 1031 exchanges, also known as like-kind exchanges, are now limited to real estate. We explain in this week’s Business Tip.
Is Bunching Right for You?
Are your itemized deductions typically roughly equal to the new standard deduction amount? If so, think about using a tax strategy known as bunching. Learn more in this week’s Tax Tip.
Top Economist Roger Tutterow Named Henssler Financial Endowed Chair
Congratulations to Roger Tutterow, Ph.D., who was appointed as the Henssler Financial Endowed Chair at Kennesaw State University. Read the Article
Changing Jobs? Know Your 401(k) Options
No matter how you leave your job, you’ll be entitled to your vested 401(k) balance. What you do next with your money has different tax consequences. We explain in this week’s Financial Tip.
Market Volatility Can Provide a Planning Opportunity
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that during volatile market movements, you don’t have to change your portfolio, but you do have an opportunity to use volatility to your advantage. Read the Article
Should I buy a home or continue renting?
“To rent or to own,” that is the question! Each has its advantages. On one hand you have the ease of relocating, on the other, equity! We explain in this week’s Question of the Week.