The “Money Talks” experts provide listeners with some useful year-end planning tips that cover estate, tax, investment, and financial planning.
In today’s Marietta Daily Journal, Bil Lako, CFP®, tells the story of two brothers concerned that their dad’s new wife will cut them out of the estate.
The “Money Talks” experts delve into a situation of two sons concerned their father’s assets will be left to his fourth wife, and “everything will work itself out.” They cover the importance of coordinating beneficiary designations as well.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how pass-through business entities may be able to make a payment to a rural hospital organization and pass a tax deduction on to the business owners.
Since 2017, the Georgia HEART Program allowed taxpayers to make a donation to a qualified rural hospital organization (RHO) in Georgia and receive a tax credit on their Georgia income tax liability. Furthermore, these taxpayers were eligible to take an equal charitable deduction on their federal income tax return. This was a popular benefit for…
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why he gave a set of clients the advice to consider a cash-out refinance right before they retired.
In this week’s case study, our Experts discuss the desire to pay off one’s house, a common want among those about to retire. They take a look at the math and the psychology behind this “sleep better at night” scenario and then apply the Ten Year Rule to this common situation.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the many documents you need to have in place when planning your estate. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy…
The “Money Talks” hosts review the important estate planning documents everyone should have in order.