As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains while you may be focused on making your blended family work, there are estate planning concerns like providing for children from a previous marriage, that often take a backseat to daily life.
With home values skyrocketing recently, your home may be one of your largest assets. Using home equity to help finance other financial objectives is a strategy many people consider, but before doing so be sure you understand the risks as well as the potential benefits.
Now that you’ve seen last year’s tax results and can see where this year is heading, it may be a good time to consider adjustments to your income tax withholding.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Financial Planner Giuliana Barbagelata, CFP®, to discuss what aspects to consider when developing an estate plan for a second marriage that involves children from a previous marriage. While it requires an estate planning attorney to prepare the wills and trusts, the experts discuss all the groundwork financial planners put into making an estate plan work.
For May, our Research Analysts are looking for any signs reprieve to the global supply chain and the Shanghai lockdowns, how interest rates are affecting affordability in the housing market, and any signs of stress in the jobs market.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that saving without a goal is like stuffing money away, never looking at it, never knowing how much is there, and never knowing if it is enough.
An S corporation does not directly pay taxes on its income; instead, its income, losses, deductions, and credits flow through to its shareholders’ individual tax returns and are not subject to self-employment taxes. As a result, many S corporations ignore the requirement that each shareholder-employee must take reasonable compensation in the form of W-2 wages in exchange for services performed for the corporation.
Have you ever wondered how long the IRS has to question and assess additional tax on your tax returns? For most taxpayers who reported all their income, the IRS has three years from the date of filing the returns to examine them.
Senior Associate Michael Griffin, CFP® and Senior Financial Planner Josh Weidie, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a couple who have been saving for retirement but have no specific goal in mind. The financial experts discuss how an Adviser works to focus couples’ retirement goals and helps determine if they are on track.
The Our Three Cents hosts Troy, Nick, and K.C. of Henssler Financial discuss how business owners need to mind the gap when it comes time to sell their business. They need to pay attention to the gaps in profit, value, and wealth. This includes identifying deficiencies in the business that can make you less attractive to a buyer than your industry peers. Then, consider moves to make to improve the value of the business today and ultimately how much the owner can take away from it when they finally step away.