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Daily Archives: July 16, 2024

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Six Reasons to Work with a Financial Professional

Personal Finance, Starting Out, VideoBy Editorial TeamJuly 16, 2024

Life events usually equal money events! From marriage to retirement, big life changes often come with important financial decisions. Henssler Financial Senior Associate Michael Griffin, CFP®, provides six reasons how a financial professional can help you navigate your financial future.

Retirement Planning: Leveraging Net Unrealized Appreciation for Tax Savings

Case Study, Featured, Investment Selection, Retirement, TaxBy Editorial TeamJuly 16, 2024

Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Josh Weidie, CFP®, CWS®, discuss an investor with a significant retirement balance in his company’s stock. They cover when the net unrealized appreciation strategy may be applicable.

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