On the Move Again: International Travel Tips
With the COVID pandemic receding in most areas of the world, Americans are traveling again. If you’re planning a foreign vacation, here are some suggestions to help keep your trip on track.
When Tax Issues Become a Criminal Situation in the Eyes of the IRS
The chasm between a “minor accident” and “intentional fraud” when it comes to your taxes is a big one. The latter can get you into a significant amount of trouble and may even venture into criminal territory if you’re not careful.
Building a Solid Financial Foundation
In this episode of Planning Priorities, Henssler Financial Associate Giuliana Barbagelata, CFP®, highlights three steps to taking control of your finances to gain financial stability.
The Overlooked Factor in Retirement Planning: Which Assets to Withdraw First
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, help a couple of investors consider the most tax advantageous way to withdraw their retirement funds.
In the News: Securing your legacy: understanding beneficiary designations for 401(k)s and IRAs
As seen in the Marietta Daily Journal, Bil Lako, CFP®, discusses the importance of updating your beneficiary designations with your 401(k) plan whenever there is a major life event like marriage, divorce, birth, or death.
Is an SBA (7) Loan Right for Your Business?
Millions of small and mid-sized businesses are the true foundation of the United States economy. Whether you’re a seasoned veteran or are a new entrepreneur, it’s important to understand the available funding options and how to take advantage of them.
Did You Get a Letter from the IRS? Don’t Panic
Since the IRS now does most of its auditing through correspondence, an IRS letter can, in some cases, ruin your day. Step 1. Don’t Panic. Step 2. Read our rundown of CP notices!
Market Minute July 2023
For July, our Research Analysts are keeping an eye on how the credit crunch is affecting companies, the conflicting reports in manufacturing, and Consumer Sentiment as reinstated student loan payments are on the horizon.
Securing Your Legacy: Understanding Beneficiary Designations for 401(k)s and IRAs
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Client Relationship Manager Justin Wagner, AIF®, and Estate Planning Attorney Arun Gupta to discuss an investor who has named his children as beneficiaries of his 401(k); however, the investor just married, which could change the distribution of his 401(k) should something happen to him.
In the News: The critical consideration of health insurance for non-working spouses in retirement
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains the importance of understanding your health care insurance coverage when heading into retirement.