Planning Priorities: SECURE Act Strategies for Account Owners
Managing Associate K.C. Smith, CFP®, CEPA, evaluates some strategies IRA account owners can use to ensure they maximize the value of their retirement accounts that will eventually be inherited by their non-spouse heirs. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation […]
Planning Necessary to Best Manage a Long-Term Care Event
The Henssler Experts discuss long-term care insurance and how long-term health care planning is an essential part of the financial plan.