The Money Talks hosts explore the situation of a business owner who is looking to have his son take over his business so he may retire. The experts discuss the timeline for such a transaction, what planning issues need to be taken into account and how his options may need to change depending on how quickly he needs the money from the sale of his business.
We explain why you shouldn’t use your Will to transfer your business.
If you find that you are struggling to pay down a credit card balance, here are some strategies that can help eliminate your credit card debt.
Principal and Tax Consultant John W. Dickson, III, CPA, CVA, CFP®, shares the depth of expertise Henssler CPAs & Advisers offers their clients.
The term “identity theft protection service” can be misleading. Before you sign up, make sure you understand what service is provided.
Managing Associate K.C. Smith, CFP®, CEPA, provides some tips on how to make New Year’s Financial Resolutions that you’ll be able to keep.
The “Money Talks” experts discuss what you should do if you’ve missed your required minimum distribution for 2019 and how the SECURE Act changes RMDs going forward.
Would you take on a 30-day challenge to spend money only on necessities such as rent, utilities, and groceries? During a no-spend month, many common activities—including dining out, buying movie or concert tickets, and shopping for clothes—are avoided at all costs.
Your spending plan is essentially your budget. By using a more positive name, you can escape the feeling of restriction that often accompanies the term “budget.”
In this episode of Planning Priorities, Associate Peter Lynch warns about the financial missteps of parenthood and how you can avoid them with a little planning. 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…
