Estate and Tax Planning in a Changing Political Landscape
Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress.
Avoid Financial Isolation: A Plan for Surviving Spouses
The “Henssler Money Talks” hosts advise a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in meetings with their trusted advisers.
If You Don’t Have a Will Yet, Why Not?
Think having a will can wait? 64% of Americans agree it’s important, but only 32% have one. We look at four common reasons people put it off—and why now is the perfect time to start your estate planning.
Federal Appeals Court Blocks SAVE Student Loan Repayment Plan
The U.S. Court of Appeals blocked the SAVE student loan repayment plan, leaving millions of borrowers in limbo. The plan, which promised lower monthly payments and faster forgiveness, now faces an uncertain future as the legal battle continues.
Chaos in the Sky: New Consumer Protections for Weary Airline Passengers
Airlines are still grappling with the fallout from the massive CrowdStrike IT outage in July, which caused widespread flight delays and cancellations. New federal laws and DOT rules are set to bring much-needed relief to passengers with automatic refunds for significant delays and cancellations, and more transparency on those pesky surprise fees.
Cancer Happens: Insurance Can Help Fortify Your Finances
With cancer diagnosis rates on the rise, it’s crucial to consider not just your health but also the financial implications. Even with health insurance, advanced treatments can be costly, and time off work can strain your finances.
2025 Key Numbers for Health Savings Accounts
The IRS has announced the 2025 contribution limits for Health Savings Accounts (HSAs) along with the new minimum deductible and maximum out-of-pocket amounts for High-Deductible Health Plans (HDHPs).
Interest Rates on Federal Student Loans Jump to Decade Highs for 2024-2025 Year
The 2024-2025 interest rate for undergraduate Direct Loans is the highest in over a decade, while the rates for graduate Direct Loans and graduate and parent PLUS Loans are at the highest level in more than 20 years.
The Emotional and Financial Challenges of Illiquid Investments
Managing Associate D.J. Barker, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC®, are joined by Research Analyst Nick Antonucci, CVA, CEPA, to explore a situation of an investor whose wealth is tied up in illiquid assets like real estate, fine art, or jewelry. They discuss how these assets may be hard to sell quickly if funds are needed and how to diversify to increase liquidity.
Smart Financial Moves: Managing Children’s Earnings and Inheritance
This week on “Money Talks,” Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, address managing a minor’s money. They discuss custodial accounts, Roth IRAs, and 529 Plans.