As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains a tax-savvy approach to philanthropy that also allows seniors to maximize their financial position during retirement.
Excerpt: Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Giuliana Barbagelata, CFP® to provide advice for a couple of investors who are fortunate enough not to need all their required minimum distributions from their retirement accounts for living expenses. D.J. and Giuliana explain how they can direct that money to their favorite charitable organization and still receive tax benefits.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at the old advice of investing in mutual funds first, then, once you reach a certain asset amount, broadening your investments with individual stocks.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when your heirs vary in age, financial status, and ability to handle a windfall responsibly, it is wise to consider using trusts.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch explore the situation of a wealthy investor who wants to leave his massive estate to his five grandchildren. With the grandchildren ranging in ages from 3 to 20, the experts consider his option of using a trust to shelter their inheritance from estate and gift taxes. Additionally, the trust can allow him to control how his money is used from beyond the grave.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why you should focus on the yield to maturity when considering your bond investments.
Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, are joined by Associate Josh Weidie, CFP®, CWS®, to discuss bond interest rates, explaining the difference between coupon rate and yield to maturity. They also analyze how these two rates work with your bond holdings according to the Henssler Ten Year Rule.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how Georgia Tax Credits allow you to keep your tax dollars local by supporting a local organization or directing them to a city with the greatest need.
John Dickson, CPA, CVA, CFP®, Tax Partner with Henssler CPAs & Advisers, joins Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss Georgia tax credits that allow taxpayers to direct their tax money to causes they care about.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains balancing federal student loan repayments with long-term financial goals while optimizing your cash flow.
