Henssler Financial is pleased to announce the promotions of Nick Antonucci, CVA, CEPA, to Director of Research, and Jacob Keen, CFA, to Director of Investments. Both bring a wealth of experience and leadership to their new roles, further strengthening the firm’s commitment to delivering top-tier financial insights and investment strategies.
In this episode of Planning Priorities, Henssler Director of Research Nick Antonucci, CVA, CEPA, shares six essential tips to help you maximize gains and minimize losses. From the power of compounding to the importance of diversification, these principles can guide you toward better investment decisions.
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS® to break down some of the changes coming to retirement accounts in 2025 as part of the phased-in provisions from the Secure 2.0 Act, including souped-up catch-up contributions for those ages 60 to 63, automatic 401(k) enrollment, and the enforcement of failure to withdraw penalties on inherited IRAs.