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.
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.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why how long you hold an asset affects how much tax you’ll owe on the gain when you sell it.
The “Money Talks” Experts discuss a situation for a couple of investors who have bought and sold several different types of assets throughout the year. They talk about the holding periods and how they affect the capital gains treatment.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how purchasing long-term care insurance in your 50s can be more cost effective.
Our hosts delve into a recent client situation where a fairly young couple are looking to purchase a long-term care policy. Jim discusses how their age and our current interest rate environment may affect their rates.
