A Focus on Financial Risk for Business Owners
As a business owner, understanding some of the many types of financial risk may help you make more informed decisions. Learn more in this Business Tip.
It's Time to Review Your Life Insurance Needs
When your life circumstances change, you have an opportunity to ensure loved ones are protected through life insurance. Read all about it in this Insurance Tip.
Partnership, S-Corp and Trust Extensions End September 16
September 16 is the extended due date for partnership, S-corporation, and trust tax returns. Read more in this Tax Tip.
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.