Famous People Who Died Without Proper Planning
You might think celebrities have it all—they usually have cars, homes, jewels, and abundant wealth. However, many are missing a critical component: an estate plan.
Following the Ten Year Rule when Retiring in a Down Market
Chief Investment Officer Troy Harmon is joined by Senior Associate Michael Griffin, CFP®, and a Financial Planner to cover a situation with a couple of investors who retired last year and are concerned that the near 20% market drop has derailed their retirement plan.
Profit Sharing Plans for Business Owners
In this “Small Business Minute,” Senior Consultant for Retirement Services Scott Brown, CFS®, explains how a Profit Sharing Plan can be a great way for employers to allow their employees to potentially share in the profits of a company in a tax efficient way.
Investing Through Inflation
In this “Money Talks Minute” Bil Lako, CFP®, explains how equities provide a hedge against inflation because higher prices are built into the stock price, while fixed-income investments are designed to protect the principal.
Our Three Cents — Good Help is Hard to Find
Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial delve into a common problem many small businesses are having with finding and retaining employees in the tight labor market, inflation that has skewed the value of nearly every product and service, and intense competition for workers has driven the average hourly wage up.
In the News: Deviating from an Adviser’s Recommendations
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that in managing your portfolio your adviser may make decisions that incur taxes or create losses. You must trust that your adviser is considering all options when recommending changes.
Retirement Savings in a Volatile Market
If you worry about your retirement investments during market downturns, you’re not alone. Unfortunately, emotions are often the enemy of sound investing. We cover some points to help you stay clear-headed during periods of market volatility.
Changes in the Section 30D Electric Vehicle Credit
The Inflation Reduction Act of 2022 changes to the tax credit for electric vehicles. If you are in the market for an electric vehicle, review the new rules to help you maximize the credit you are allowed.
Deviating from an Adviser’s Recommendations
Chief Investment Officer Troy Harmon is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Melanie Wells, CFP®, to cover a situation where the investors are not following the advice laid out by their investment adviser. They discuss why the advice is designed for their circumstances and how not heeding the recommendations can put them behind.
Roth Conversions in a Down Market
In our latest episode of Planning Priorities, Managing Associate Jarrett McKenzie, CFP®, CWS®, explains the losses that many investors have experienced in their IRAs have created a prime opportunity for a strategy known as a Roth conversion.