Six Reasons to Work with a Financial Professional
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
The “Henssler Money Talks” hosts discuss an investor with a significant retirement balance in his company’s stock. They cover when the net unrealized appreciation strategy may be applicable.