Put Your Money Where Your Values Are
Is the news cycle stressing you out? One way to avoid becoming distracted and anxious amid scary headlines is by having a sturdy framework to help guide your spending, saving, and investment decisions.
Your Entrepreneur Start-Up Guide: The Best Practices to Help Motivate Success
To truly give yourself the best chance of success, and to help achieve your overall goals in the most effective ways possible, there are a number of key best practices you’ll want to keep in mind along the way.
Making the Most of Inherited IRAs for Spousal Beneficiaries
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, cover an investor’s options when he inherits his wife’s IRA. With three young children to care for while adjusting to life as a single parent, this investor must to consider when to access the money, taxes, and plans for his family’s future.
Our Three Cents — What Do You Pocket in the End? Depends on the Taxes!
Henssler CPAs & Advisers Tax Partner John Dickson, CPA, CFP®, CVA, joins Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA on Our Three Cents to discuss how to manage the taxes business owners face when entering a transaction to exit their business when retiring or entering a new business. Without the right professionals on board, business owners may not know how the tax impact will change depending on how the deal is structured.
In the News: Robbing your retirement to fund your business startup
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains a financing alternative for a startup business. However, entrepreneurs should proceed with extreme caution!
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The fear of overfunding a 529 plan is a lot less now that new laws allow 529 Plan beneficiaries to roll left over funds into a Roth IRA.
Employee or Independent Contractor – A Primer for Employers and Employees
Employees may be misclassified as independent contractors. Misclassifying a worker can have significant ramifications for both the employer and the worker in terms of how much each pays in income, Social Security, and Medicare taxes, among others.
Robbing Your Retirement to Fund Your Business Startup
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Clay Norman, CFP® take a closer look at an entrepreneur who wants to tap into his retirement funds to fund his next startup because the sale of his last business didn’t result in immediate cash flow.
In the News: The Overlooked Factor in Retirement Planning: Which Assets to Withdraw First
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at the order in which retirement assets should be withdrawn.
On the Move Again: International Travel Tips
With the COVID pandemic receding in most areas of the world, Americans are traveling again. If you’re planning a foreign vacation, here are some suggestions to help keep your trip on track.