Are you going to start paying higher education costs? You might qualify for a tax credit. Find out in this week’s Tax Tip.
If you have a child or grandchild, you may want to consider opening a 529 Plan for future education costs. We explain the rules in this week’s Financial Tip.
The “Money Talks” experts delve into a situation common to many investors—having all their assets in a company-sponsored retirement plan. They discuss how investors in this situation can apply the Ten-Year Rule to their 401(k) assets when trying to plan for liquidity.
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses how some investors believe they’ll live well into their 100s. That longevity can fundamentally change your financial plan.
Does your morning commute and cubicle have you contemplating self-employment? We list out some pros and cons of being your own boss in this week’s Business Tip.
According to Student Loan Hero, Americans owe more than $1.56 trillion in student loan debt. If you’re having trouble paying your student loans, we explain what to do in this Question of the Week.
How does your plan compare to the most recent survey results from the Plan Sponsor Council of America? Find out in this week’s Financial Tip.
On this episode of Planning Priorities, Henssler Associate Michael Griffin, CFP®, explains the information you should start gathering with your aging parents. While it may be a heavy task, it’s important to know this information in case you find yourself making critical decisions on their behalf in a moment of crisis.
This week on “Money Talks,” your hosts delve take a closer look at how an investor’s desire to be a centenarian affects their financial plan.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to position your investments so you should not have to sell stocks to cover liquidity needs when the market is falling.