A Lifetime of Insurance Needs
The “Money Talks” experts take a deeper look at how insurance coverages work in your overall financial plan.
Buy/Sell Agreements
In this episode of our Small Business Minute, Research Analyst Nick Antonucci, CVA, CEPA, discusses buy/sell agreements and how it can protect both the business and business owners should something happen to an owner and his or her interest in the company need to be sold.
In the News: Charitable giving using life insurance
In today’s Marietta Daily Journal, Bil Lako, CFP®, Bil Lako, CFP® explains how using life insurance could significantly increase how much you donate to your favorite charity.
Benefit Plans for Small Businesses
To attract and maintain employees, your business may want to offer health insurance, life insurance and a retirement plan.
Planning Concerns of Divorcing Couples
If you’re getting a divorce, it’s important to understand the basics of divorce law.
Closing Gaps in Your Insurance Coverage
Buying insurance is about sharing or shifting risk, but you may think you’re covered for specific losses when, in fact, you’re not. Here are some common coverage gaps to consider when reviewing your own insurance coverage. Life Insurance In general, you want to have enough life insurance coverage (when coupled with savings and income) to…
Properly Insuring Your Business
No matter how big or small your business, you must plan for accidents and other risks if you want your business to thrive. We explain how insurance can help.
What are the new HRA options that will be available to employers in 2020?
Beginning in January 2020, employers can offer two new types of HRAs — an Individual Coverage HRA and an Excepted Benefit HRA.
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.