Is an ABLE account subject to federal tax?
Assets in an ABLE account for a disabled person are generally not subject to income tax, but there are some exceptions. We explain in this week’s Tax Tip.
The Importance of Saving for Retirement at a Young Age
At 20, you have 40+ years in the workforce ahead of you. This is great news for your retirement savings. Learn more in this week’s Financial Tip.
Making Smart Decisions When Investing in a College Education
Today’s Marietta Daily Journal: Bil Lako, CFP® discusses Georgia’s HOPE scholarship and other ways to keep college costs in check. Read the Article
Combining a Vacation With a Foreign Business Trip
Business trip to Paris? Sure! Weekend stay? Why not! Can your spouse tag along? Perhaps! Is it tax deductible? We explain in this week’s Business Tip.
Long-Term Care Planning Checklist
When planning long-term care, there are many things to consider. Use this week’s Insurance Tip checklist to help organize your information.
Henssler Financial Promotes McKenzie to Senior Associate
Henssler Financial is proud to announce that Jarrett McKenzie, CFP®, CWS®, has been promoted to Senior Associate after demonstrating remarkable initiative in providing individualized attention to clients using a hands-on approach to financial management.
Understanding the Net Investment Income Tax
If your modified adjusted gross income exceeds the thresholds, the net investment income tax applies. Learn more in this week’s Tax Tip.
Banking on an Illiquid Asset to Fund a Future Financial Goal
In today’s Marietta Daily Journal, Bil Lako, CFP® explains your options when you have your future tied up in an illiquid asset. Read the Article
Starting or Buying a Business
The success or failure of your business depends on your initial planning. Read about nine factors to consider when planning in this week’s Business Tip.
Surviving Spouse Estate Tax Exclusion
The estate of the decedent may elect to pass any unused lifetime exclusion to the surviving spouse. Read more in this week’s Tax Tip.