Should You Speed Up Your Retirement Plans?
How do you know if you can realistically afford to retire early? We look at what you need to consider before you speed up your retirement timeline.
Understanding the Taxation of Cryptocurrency Transactions
If you have purchased, owned, sold, gifted, made purchases with, or used cryptocurrency in business transactions, there are certain tax issues you need to know about.
Tapping a Retirement Account Early and Avoiding Early Withdrawal Penalties
Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Clay Norman, CFP®, team up to explain the Rule 72(t) strategy that allows early retirees to access their retirement funds before age 59 ½ while avoiding the 10% early withdrawal penalty. They discuss the pros and cons of tapping the retirement account early, as well as how investors can control how much they withdraw.
In the News: Inflation, cash flow projections, and retirement spending
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that, inflation is a critical variable in financial plans for retirees living on a fixed income. He explains how to plan for this unknown.
The Ins and Outs of Bookkeeping: All the Best Practices to Get the Best Financial Outcome from Your Organization
On the surface, bookkeeping is the process of keeping accurate, thorough records of your business financials. But once you begin to dive deeper, you see that it’s about so much more than that.
Repaying Your Student Loans
Because of the growing number of students who require student loans to finance their education, the federal government offers several flexible repayment plans. We cover these and more in our student loan basics.
Year-End 2021 Tax Tips
With 2022 fast approaching, we have seven tax tips for you as you weigh potential tax moves before the end of the year.
Inflation, Cash Flow Projections, and Retirement Spending
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Michael Griffin, CFP®, and Financial Planner Adam Stadalius, CFP®, to discuss inflation with this week’s case study. An investor learns he is receiving a meaningful cost of living adjustment in his Social Security benefits; however, he is still concerned that inflation will significantly eat into his retirement income. The financial experts discuss how Henssler factors inflation into a client’s spending projections.
Our Three Cents — Team Spirit
In this episode of “Our Three Cents – Exit Planning Strategies” podcast,, we discuss the importance of assembling a team of experts to help you in your business transition. To achieve maximum value from selling a business you will need help to organize your sale offering, prepare financial and other documents that buyers require, and complete the legal papers that protect you, your business, and your buyer.
In the News: Mitigating sequence risk with the ten year rule
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that one of the biggest risks for any investor is selling assets to generate cash for living expenses when the market is down and how to mitigate this risk.