RMDs: Avoiding Penalties and Minimizing Taxes
Bil Lako, CFP®, explains some strategies that may make required minimum distributions easier.
What Do You Get From a Financial Plan?
Bil Lako, CFP®, and Dr. Gene highlight the benefits of working with an adviser on a financial plan.
Why You Need a Power of Attorney and Medical Directive
Can you make health-care or financial decisions on your spouse’s behalf if your spouse is unconscious? Learn why you need a Power of Attorney and Medical Directive in this week’s Financial Tip.
Working While Claiming Early Benefits
While you can take Social Security benefits early at 62, you are limited on what you can earn without reducing benefits. Read the Artice in Today’s Marietta Daily Journal
Corporate-Owned Life Insurance (COLI)
A COLI is commonly used as an informal funding vehicle for nonqualified deferred compensation (NQDC) plans. Read all about it in this week’s Business Tip.
Life Insurance Needs: Capital Liquidation Approach
The capital liquidation approach for life insurance allows you to spend less to cover your family’s ongoing income needs. Learn more in this Insurance Tip.
Ted Parrish on the Road to Success, from the Hardwood to the Boardroom
The Kennesaw State Owls Athletics interviewed former men’s basketball star and current Henssler Principal Ted Parrish, CFA. In the interview, Ted discusses how the relationships he developed as a student athlete helped prepare him for his life outside of the gym. Read the interview.
Are disability insurance payments taxable?
The taxable nature of disability benefits depends on if premiums were paid with pretax dollars and who paid them. Read more in this Tax Tip.
Converting Savings to Retirement Income
Your retirement lifestyle will depend on your investment choices and how quickly you draw down your retirement portfolio. Learn more in this Financial Tip.
Rocky Week That Saw a Temporary NASDAQ Halt Results in Mixed Markets
The Fed’s possible tapering of stimulus kept the markets on rocky terrain throughout the week.