Principal Jennifer Thomas, CFP®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the importance of including an uninterested spouse in household financial and investment conversations. They consider patterns seen among clients and how, as advisers, they work to meet each spouse on a level that they understand.
This week in the Marietta Daily Journal, Bil Lako, CFP®, reminds those who filed a tax extension should get their 2020 returns completed soon to minimize penalties and interest on unpaid taxes due.
Despite the IRS pushing back the 2020 tax return deadline to May 17 this year, many taxpayers still filed for an automatic extension until October 15. Reasons for an extension vary and include needing extra time with your CPA to thoroughly review your options and strategies, time to gather K-1s or corrected 1099 forms, or…
As seen in the in the Marietta Daily Journal, Bil Lako, CFP®, explains that if you were to “Sell in May and Go Away” you’d have to know the exact perfect time to make a move twice!
The “Money Talks” Experts discuss how it is more important to follow your long-term financial plan than to follow investment idioms like, “Sell in May and go away.”
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how inflation should be considered when investing.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that a couple could fund a 529 Plan up to $150,000 and use five-year gift tax averaging to avoid gift taxes. Click here to read the article.
This week on “Money Talks,” the Experts discuss a couple who have a large estate and want to start moving money to benefit their grandchildren but want to avoid gift tax complications. We suggest superfunding a 529 Plan as one option.
Seen in the Marietta Daily Journal: Henssler Principal Bil Lako, CFP®, explains how he and a team of experts were able to make the best of an underperforming insurance policy a client had substantially invested in.
The “Money Talks” Experts explore a case study of a client who was disappointed in the performance of his life insurance policy. Through a collaborative effort between the insurance agent, the financial planner, and the client’s estate planning attorney, they repurposed the insurance policy to enhance the client’s estate plan.
