Evaluating a Job Offer
Whether you’re considering changing jobs or just landing your first one, when you receive a job offer, should you take it? You can find the job that’s right for you by following a few sensible steps.
Made a Mistake on Your Tax Return – What Happens Now?
Tax return mistakes are a lot more common than you probably realize. If you’ve just discovered that you’ve made a significant mistake on your tax return, the first thing you should do is take a deep breath, and then call us!
Superfunding A 529 Plan to Reduce Your Estate
This week on “Money Talks,” the Experts discuss a couple who have a large estate and want to start moving money to benefit their grandchildren but want to avoid gift tax complications. We suggest superfunding a 529 Plan as one option.
In the News: Underperforming Insurance Policy Repurposed to Enhance an Estate Plan
Seen in the Marietta Daily Journal: Henssler Principal Bil Lako, CFP®, explains how he and a team of experts were able to make the best of an underperforming insurance policy a client had substantially invested in.
Should You Charge Late Fees? QuickBooks Can Help
Business Owners: Do you have a lot of aging receivables? Assessing finance charges can speed up customer payments.
Rising Inflation: Where Will It Go from Here?
Over the past year, inflation increased 2.6%, the highest year-over-year inflation rate since August 2018. The question on every investor’s mind is, “Where will it go from here?”
Enhanced Child Tax Credit for 2021
The American Rescue Plan Act of 2021 makes substantial, temporary improvements to the child tax credit for 2021, if you have qualifying children under the age of 18.
Underperforming Insurance Policy Repurposed to Enhance an Estate Plan
The “Money Talks” Experts explore a case study of a client who was disappointed in the performance of his life insurance policy. Through a collaborative effort between the insurance agent, the financial planner, and the client’s estate planning attorney, they repurposed the insurance policy to enhance the client’s estate plan.
4 Investment Concepts You Need to Know
Client Relationship Manager Justin Wagner, AIF®, illustrates four important investment concepts for growing your wealth.
Your Business: Minimum-Wage Laws in the Spotlight
State labor laws vary widely but affected small businesses may face challenges as minimum wage increases take effect over the next few years. Eight states (plus the District of Columbia) have passed legislation to raise the minimum wage in steps to $15.