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Author Archives: Editorial Team

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In the News: Passthroughs can benefit from Georgia HEART Program

Featured, In The News, TaxBy Editorial TeamNovember 15, 2019

In today’s Marietta Daily Journal, Bil Lako, CFP® explains how pass-through business entities may be able to make a payment to a rural hospital organization and pass a tax deduction on to the business owners.

Kennesaw Financial Firm’s Marathon Month Nets Nearly $1,200 for The Center for Family Resources

Blog, Charitable Giving, In The NewsBy Editorial TeamNovember 14, 2019

Henssler Financial hosted a “Marathon Month” as the firm’s third quarter fitness contest for employees, encouraging staff to stay active and included a charitable aspect to stay motivated.

Who Claims the Children: You or Your Ex-Spouse?

Blog, Family Finances, Financial Issues Facing Women, Personal Finance, TaxBy Editorial TeamNovember 14, 2019

A commonly encountered but often misunderstood issue is who claims the child or children for tax purposes. Read this before you make a serious mistake.

Disaster-Related Tax Losses May Be Less Than Expected

Blog, Insurance, TaxBy Editorial TeamNovember 13, 2019

The late-2017 tax-reform package changed the rules for personal casualty losses, which now are only deductible if they occur in a federally declared disaster area. As a result, if a home is destroyed in a forest fire or other disaster within a declared disaster zone, the homeowner can claim a casualty loss on that year’s…

Passthroughs Can Benefit from Georgia HEART Program

Case Study, Featured, TaxBy Editorial TeamNovember 12, 2019

Since 2017, the Georgia HEART Program allowed taxpayers to make a donation to a qualified rural hospital organization (RHO) in Georgia and receive a tax credit on their Georgia income tax liability.

Have You Checked Your Retirement Plan Lately?

Blog, RetirementBy Editorial TeamNovember 11, 2019

If you haven’t given your retirement plan a thorough review within the last 12 months, now may be a good time to do so.

Nov 2019 Market Minute: Consumers, 3Q Earnings, and Manufacturing

Economy/Stock Market, VideoBy Editorial TeamNovember 10, 2019

We explain why we are keeping an eye on the consumer, the wrap up of third quarter earnings reports, and manufacturing during November. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently…

In the News: Cash-out refinance before retirement—are you crazy? Look at the math first

Featured, In The News, Insurance, Retirement, Your HomeBy Editorial TeamNovember 8, 2019

In today’s Marietta Daily Journal, Bil Lako, CFP® explains why he gave a set of clients the advice to consider a cash-out refinance right before they retired.

Are You Subject to Self-Employment Tax?

Blog, Business Owner/Self Employed, TaxBy Editorial TeamNovember 8, 2019

All self-employed taxpayers who have more than $400 in net profit from their self-employment must pay self-employment tax.

What Are My Student Loan Repayment Options?

Blog, Education Planning, Family Finances, Personal FinanceBy Editorial TeamNovember 7, 2019

There’s more than one way to pay off your student loans. We explore the various repayment options in this Question of the Week.

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