In the News: Investing in an overvalued market
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how investors can make the decision to buy when so many stocks look overvalued.
How Do I Develop a Spending Plan?
Your spending plan is essentially your budget. By using a more positive name, you can escape the feeling of restriction that often accompanies the term “budget.”
In the News: Longevity Annuities Are Meant to Transfer the Longevity Risk
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why the selling point of “lowering your required minimum distribution” of qualified longevity annuity contracts is a moot point. 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…
Longevity Annuities Are Meant to Transfer the Longevity Risk—Not Lower RMDs
The “Money Talks” Experts dig into a case study of an investor who wants to minimize her required minimum distributions and wonders if a qualified longevity annuity contract will work for her situation.
In the News: Enhancing the value of your business before selling
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares the story of a small-business owner who demonstrates the growing need for business exit planning. 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,…
Plenty of Opportunities for Year-End Planning
The “Money Talks” experts provide listeners with some useful year-end planning tips that cover estate, tax, investment, and financial planning.
In the News: Estate distribution doesn’t always ‘work itself out’
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.
Estate Distribution Doesn’t Always ‘Work Itself Out’
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 the News: Passthroughs can benefit from Georgia HEART Program
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.
Passthroughs Can Benefit from Georgia HEART Program
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.