If you’re saving for college, retirement, or a large purchase, it can be useful to quickly calculate how an anticipated annual rate of return will affect your money over time. We explain the Rule of 72 in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how 99% of the time, your financial consultants operate like a well-oiled machine. However, there is one practice where each of your advisers come with a different agenda: tax loss harvesting.
There are both opportunities and pitfalls for IRA owners, and while you definitely don’t want to get caught up in a pitfall, you may want to take advantage of the opportunities. We explain in this week’s Tax Tip.
When you calculate the real return on your investments, it’s important to take two important factors into consideration – taxes and inflation. We explain in this Question of the Week.
99.9% of the time, your financial consultants operate as a well-oiled machine. Your investment adviser dedicates his full-time attention to managing your portfolio, making the buy and sell decisions.
Whether the markets are up or down, reviewing your portfolio with a financial professional midway through the year can be an excellent way to keep your investments on track. Read more in this Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains That businesses may be divided upon divorce if deemed marital property; therefore, a business valuation can help determine the economic value of an owner’s interest in a business. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial.…
The “Money Talks” experts delve into a situation where a couple who own a business together are divorcing. They cover the many reasons a business valuation would benefit the company and how it may be used in determining an equitable divorce settlement.
In order to have sufficient income to last you for your entire retirement you first need to determine your retirement income needs. We explain in this week’s Financial Tip.