How Are Workers Preparing for Retirement?
According to the 2021 Retirement Confidence Survey by the Employee Benefit Research Institute (EBRI), retirement preparations vary quite a bit by age group.
Tax Rules for Home Flippers
Are you contemplating trying your hand at flipping? If so, keep in mind that you will have a silent partner, Uncle Sam, who will be waiting to take his share of any profits in taxes.
No Single Solution to Maximize Inherited IRAs
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Tax Consultant Jessie Thomas, CPA, to delve into a case study involving inherited IRAs and the SECURE Act, which eliminated the “stretch” strategy. They provide insight on the required minimum distribution rules for beneficiaries and other alternatives to pass assets on to heirs.
July 2021 Market Minute: Chinese Regulation, Inflation Expectations, and Treasury Yields
For July 2021, the Henssler Research Analysts are watching what is happening with regulation in China, the U.S. consumer’s inflation expectations, and Treasury yields.
Hostage Data: Ransomware and Protecting Your Digital Information
Ransomware is malicious code that infects your computer system, allowing the perpetrator to lock the files and demand a ransom in return for a digital key to restore access. We look at how to protect yourself.
In the News: Starting your financial journey over after a divorce
This week in the Marietta Daily Journal, Bil Lako, CFP®, explains even if divorce happens to you later in life, there is still time to recover and take control of your finances with the help of a trusted adviser. Read the article here. Disclosures: The investments referenced within this article may currently be traded by…
A Steady Strategy
No matter how much you try to make objective decisions, you may be tempted to guess at market movements. One approach that should alleviate the guesswork is dollar-cost averaging.
Sole Proprietorships – Don’t Overlook the Liability Issues
If you are considering starting a business, the simplest and least expensive form of business is a sole proprietorship. However, sole proprietors are 100% personally liable for all business debts and legal claims. Here is what you need to know.
Starting Your Financial Journey Over After a Divorce
This week on “Money Talks,” Managing Associate K.C. Smith, CFP®, CEPA, and Associate Melanie Wells, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, in providing some advice for an investor in his 50s who finds himself with substantially fewer assets after his divorce. The financial Experts give a laundry list of areas that need re-examination now that his financial goals have changed.
Establishing an Employer-Sponsored Retirement Plan
In this Small Business Minute video, Scott Brown, CFS®, Senior Consultant, Retirement Services, discusses the benefits of offering a company-sponsored retirement plan for your employees.