In the News: Using Your Financial Plan to Determine Need for Long-Term Care Coverage
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how your financial plan can show the need for LTC coverage.
Financial KPIs: What They Are and What You Need to Know
Small-business owners can use financial key performance indicators to measure the health of their business. Read all about it in this week’s Business Tip.
What is funeral insurance, and do I need it?
If you’re concerned your funeral costs will be a burden to your family, you may consider funeral insurance. We explain in this week’s Insurance Tip.
Want to Reduce Required Minimum Distributions and Extend Your Retirement Benefits?
Some seniors may benefit from a qualified longevity annuity contract to lower their RMDs. We explain in this week’s Tax Tip.
Student Loan Debt: It Isn’t Just for Millennials
Student loan debt is real: The 2015 graduating class had an average debt of $30,100. Learn more in this week’s Financial Tip.
Using Your Financial Plan To Determine Need for Long-Term Care Coverage
Insurance Expert Jim Crone, CLU®, CFS®, takes a look at a couple’s decision on buying long-term care coverage. He explores how their financial plan can show whether they can afford to self-insure and other options aside from traditional long-term care policies.
Market Roundup: Moderate Gains Despite Drop in Energy Sector
On Monday, indices closed out trading in the green zone as the Dow Jones Industrial Average and the S&P 500 Index hit new all-time highs with a rebound in the technology sector. The start of the week also saw crude oil prices decreasing, with West Texas Intermediate crude settling at $44.20 a barrel.
Question of the Week: How to Budget for a Wedding
Henssler Associate Melanie E. Wells, CFP® explains how a couple can set a budget and start saving money for their big day.
In the News: Is the market in a bubble?
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you might think the market is in a bubble and why it’s actually not.
Using Home Equity for Business Needs
Before you tap your home equity to fund a business venture, you need to understand the tax ramifications. Read all about it in this week’s Business Tip.