Gift and Estate Tax Primer
The tax code places limits on the amounts that individuals can gift to others without paying taxes. We explain in this week’s Tax Tip.
The tax code places limits on the amounts that individuals can gift to others without paying taxes. We explain in this week’s Tax Tip.
On this episode of Planning Priorities, Henssler Associate Michael Griffin, CFP®, explains the information you should start gathering with your aging parents. While it may be a heavy task, it’s important to know this information in case you find yourself making critical decisions on their behalf in a moment of crisis.
Money can be a sensitive subject to discuss, but you’ll need to talk to your parents about it in order to get to the root of their problems and come up with a solution. Before you start the conversation, consider the following four scenarios as signs that your parents might be experiencing financial challenges, and…
In this installment of Henssler Financial’s Money Wise series, Henssler Associate Peter Lynch discusses two methods for tackling your debt: the Snowball and Avalanche method. Both aim to help you take control of multiple credit cards with balances, so you can pay down your debt.
Is your debt-to-income ratio out of control? In today’s Marietta Daily Journal Bil Lako, CFP®, explains where you want to be and provides tips on how to lower that ratio. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to…
On this episode Planning Priorities, Henssler Managing Associate, D. James Barker, CWS®, explains how you deal with debt.
You probably feel comfortable talking to your teen about things like school, sports, and clothing. But how do you feel about talking about money? While it may be a tricky topic to broach, odds are that your teenager will rely on you to learn basic financial management skills. And the teenage years can be a…
In this episode of Planning Priorities, Henssler Associate Melanie Wells, CFP®, shares some financial steps parents can take before their children go to college.
In this installment of Henssler Financial’s Money Wise series, Associate Peter Lynch, highlights the true cost of college, loan consolidation and refinancing student loans, and he also explains why you should pay off student loans and save for retirement at the same time.
In this installment of Henssler Financial’s Money Wise series, Senior Associate Jarrett McKenzie, CFP®, CWS®, explains the importance of a budget, ways to keep your budget in check and how to align your spending behaviors and your budget to meet your goals.