Key Estate Planning Documents
We believe estate planning is a key component of a comprehensive financial plan. In today’s Financial Tip we walk you through key estate planning documents you should have in place.
In the News: Titling of rental property to minimize liability
In today’s Marietta Daily Journal, Bil Lako, CFP® explains that being a landlord brings excess liability. You can minimize that liability by how you title your real estate. 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…
Secular Trusts and Annuities
A secular trust can provide assurance that your nonqualified deferred compensation plan benefits will not be at risk. We explain in this week’s Business Tip.
How can I pay off my credit card debt?
Did you charge up a storm getting ready for the new school year? Before too much interest accrues on your balances, put a strategy in place to pay off your debt. We offer options in this Question of the Week.
Planning Priorities: Options for an old 401K
Senior Consultant Retirement Services Scott Brown, CFS®, answers the frequently asked question, “Should I roll over my old 401(k) into my current plan, leave it, or roll it to an IRA?” This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy.…
What to Do if You Receive a Dreaded IRS Letter
April 15th may be long gone, but the IRS is still sending out audit letters. We explain what you need to do if you receive one in this week’s Tax Tip.
Titling of Rental Property to Minimize Liability
This week on “Money Talks,” the experts share advice on how to hold and title rental properties to minimize the liability risk to your other assets.
What’s New in the College World?
If you’re the parent or grandparent of a current or prospective college student, you might be interested to learn what’s new in the world of higher education. We walk you through the highlights in this week’s Financial Tip.
In the News: Back-to-School Tax Benefits
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to coordinate tax credits for higher education when using 529 Plan assets to pay for college. 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 be reliable…
Robocall Legislation and Equifax Updates
Equifax reached a settlement agreement in the class-action suit from the 2017 data breach. If you are eligible, you can file online, taking approximately two minutes to submit your claim. You can choose to receive free credit monitoring or a cash payment (up to $125, but more if you incurred expenses in dealing with problems associated with the breach, up to $20k).