Some people may choose not to file a tax return because they didn’t earn enough money to be required to file, but many social benefits for lower income individuals require a return to be filed to claim those benefits.
In this Money Talks Minute, Bil Lako, CFP®, highlights how important it is to have a financial plan for retirement so you can achieve your goal of not outliving your assets.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to discuss an investor who wishes to leave his IRA to his granddaughter. They discuss the limitations the SECURE Act created for non-spousal inherited IRAs and other options that may benefit the heir.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores your options for your Social Security benefits if you decide to unretire. You look at the big picture, and consider household income.
If you’ve decided graduate school is is in your future, remember returning to school as an adult often involves financial sacrifices. How will you pay for it? Personal savings, financial aid, employer-funded tuition, and private loans may be available to you, and education tax credits might help out at tax time.
The Inflation Reduction Act of 2022 includes a variety of provisions, including substantial green energy incentives, reduction of Affordable Care Act insurance premiums, IRS funding, corporate minimum tax, and more. We explore how this will affect you.
Chief Investment Officer Troy Harmon is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Peter Lynch to discuss the situation of a retired senior who is considering suspending his Social Security benefits and returning to work. K.C. highlights all the variables that go into making this decision including considering anyone receiving benefits based on his earnings record.
Inflation has been the hot topic all year. We are hopeful to have seen to peak in inflation, but we know the Fed is likely to follow through with higher interest rates until they are sure inflation has been tamed.
Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial explore the difference and need for both attractiveness and readiness when selling your business on this episode of Our Three Cents.
Published in the August 19 edition of the paper, Henssler Financial came in at No. 23 on the 2022 Money Managers list. The Atlanta Business Chronicle defines money managers as investment advisers that manage portfolios on a discretionary basis, and they consider individuals as well as institutions. Money managers are ranked by discretionary assets under management in Atlanta.