What Do You Get From a Financial Plan?
Bil Lako, CFP®, and Dr. Gene highlight the benefits of working with an adviser on a financial plan.
Bil Lako, CFP®, and Dr. Gene highlight the benefits of working with an adviser on a financial plan.
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.
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
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.
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.
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.
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.
Your retirement lifestyle will depend on your investment choices and how quickly you draw down your retirement portfolio. Learn more in this Financial Tip.
The Fed’s possible tapering of stimulus kept the markets on rocky terrain throughout the week.
The “Money Talks” hosts address listeners’ questions on Pepsi, T. Rowe Price, Cisco Systems and Potash.