In the News: Retirement is Not Determined by the Balance of Your Portfolio, but by Your Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how the cornerstone of your financial plan determines your retirement.
Wall Street Week Ahead for the Week of May 1, 2017
For the week beginning May 1, 2017, Director of Research, Troy Harmon, CFA, CVA, and Research Analyst, Nick Antonucci, CVA, discuss the S&P 500’s earnings and give highlights on April’s economic information.
Quickbooks Tip: Are You Memorizing Transactions? Should You Be?
You know that QuickBooks saves a lot of time. But have you explored how it does so by memorizing transactions? We explain in this QuickBooks Tip.
How Can I Extend My Liability Coverage?
Anyone with significant assets might need protection from the devastating effects of a liability lawsuit. We explain in this week’s Insurance Tip.
Remarriage with Children: Tax Considerations
Marrying someone with children? Surprisingly, this will affect your tax situation! We explain in this week’s Tax Tip.
Understanding Probate
Probate is a court-supervised process that winds up your financial affairs after your death. We explain in this week’s Financial Tip.
Question of the Week: Buying or Leasing a Car
Henssler Financial Senior Associate, Jarrett McKenzie, CFP®, CWS®, addresses a “Money Talks” listener question on whether he should consider buying or leasing a car.
Retirement is not Determined by the Balance of Your Portfolio, But by Your Plan
Managing Associate, D.J. Barker, CWS®, Senior Associate, Jarrett McKenzie, CWS®, CFP®, and Director of Research Troy Harmon, CFA, CVA, delve into a common situation among retirees—the transition from accumulation to distribution. They discuss how important the plan is when it comes to finally withdrawing your retirement savings.
Market Roundup: Market Indices Eke Out Gains for the Week
The markets kicked off the week closing in the green zone on Monday, posting their biggest gains since the start of March. In other news, the U.S. Consumer Price Index fell 0.3% for March, after dipping 0.1% in February.
In the News: Costly Mistakes can Happen when Experts do not Work in Concert
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why communication is important among you financial experts.