This week on “Money Talks,” Bil Lako, CFP®, Troy Harmon, CFA, CVA, and Jarrett McKenzie, CFP®, CWS®, discuss a provision in the tax law that eliminates recharacterization of IRA conversions. Jarrett explains how this can affect the financial planning strategy.
Compounding happens when you earn returns on your invested money and then you reinvest your returns so that money can also earn returns. It seems magical the longer you let it ride! Learn more in this week’s Financial Tip.
Compounding happens when you earn returns on your invested money and then you reinvest your returns so that money can also earn returns. It seems magical the longer you let it ride! Learn more in this week’s Financial Tip.
Hannity finance expert and Principal of Henssler Financial, Bil Lako, CFP®, weighs in on the new tax bill. Read the Article
The amount of risk in your portfolio should reflect your ability to endure periods of market
volatility, both financially and emotionally. Learn what questions to ask yourself in this week’s Financial Tip.
When a closely held business is involved, it can be challenging for parents to achieve a distribution of their assets that is equitable. Learn why in this week’s Business Tip.
We all dream about winning Power Ball, but a significant financial windfall is not as simple as deciding how to spend the money. We explain in this week’s Financial Tip.
Troy Harmon, CFA, CVA, is joined by Principal Jennifer J. Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, who take a look at a couple who received a recommendation to reduce their modified adjusted gross income to avoid paying more for Medicare.
In today’s Marietta Daily Journal: Bil Lako, CFP®, had a chance to interview Shari Martin from the Cobb Community Foundation on how they assist philanthropic individuals, families, businesses and organizations with donor-advised funds. Read the Article
Baby boomers are turning 70½ at a fast clip—about 10,000 per day! If you’re a baby boomer, it’s time to take required minimum distributions seriously because penalties are steep!
