This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss the importance of having fiduciaries or trusted contacts for senior investors to help ensure these potentially vulnerable investors are not being exploited. Peter explains the different types of powers of attorney and when they are applicable.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why it is tough to tell what comes next for our economy and how to invest in anticipation of the next economic move.
SEPTEMBER 2021. KENNESAW, Ga.— Henssler Financial remains one of Atlanta’s largest independent financial advisory firms, earning a place on the Atlanta Business Chronicle’s lists of Atlanta’s 25 Largest Financial Planning & Advisory Firms and Atlanta’s 25 Largest Money Managers.
When your life circumstances change, you have a fresh opportunity to make sure the people you love are protected through life insurance.
A letter of instruction could be just as important as a Will to help your heirs settle your estate and move forward with their lives.
With the wildfires in the west, hurricanes, and flooding in the southeast and eastern seaboard, we have had several presidentially declared disaster areas this year. Taxpayers in disaster areas are eligible for a variety of tax benefits.
As a business owner, you need to keep up with what is happening with both the government and pandemic and how it affects your business.
Holding more than 10% to 15% of your assets in company stock could upend your retirement strategy if the stock suddenly declines in value.
As a grandparent, if you have custody of your grandchild, you may be eligible for tax breaks.
Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to cover a little-known strategy for high-income earners to move a significant amount of retirement funds into Roth accounts for tax-free growth.