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.
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.
Beginning in January 2020, employers can offer two new types of HRAs — an Individual Coverage HRA and an Excepted Benefit HRA.
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…
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.
Frank bought life insurance. Dave did not. Let’s take a look at how their families fared after their death.
The late-2017 tax-reform package changed the rules for personal casualty losses, which now are only deductible if they occur in a federally declared disaster area. As a result, if a home is destroyed in a forest fire or other disaster within a declared disaster zone, the homeowner can claim a casualty loss on that year’s…
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 a 2019 Gallup poll, 25% of Americans age 50 to 64, and 23% of those age 65 and older, said health care costs were their top financial concern. Should you consider an HSA?
While it may be a difficult conversation, it’s important to talk with your elderly parents about their finances, in case you find yourself making critical decisions on their behalf in a moment of crisis.