As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how the Ten Year Rule ensures that money you need in the next decade is secured in fixed-income investments, so you’re not forced to sell stocks at the wrong time.
Investor demand for ETFs has skyrocketed, with over $10 trillion invested by the end of 2024. But what sets them apart from mutual funds? From lower costs to tax efficiency and trading flexibility, ETFs offer unique advantages that investors are taking notice of.
For small businesses, tax season can feel like walking a tightrope—balancing operating expenses while preparing for tax payments. The key? Strategic cash flow management. Smart planning can turn tax season from a headache into an opportunity.
Imagine being relatively confident that when you need to sell your investments for liquidity, the market would be up! On “Henssler Money Talks,” Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, explain our Henssler Ten Year Rule strategy, which allows investors to stay invested in the market through thick and thin. By securing 10 years of liquidity in fixed-income investments, investors can avoid selling stocks at a loss and give their portfolio time to recover, thus waiting out a down market.
As seen in the Marietta Daily Journal: Bil Lako, CFP® explains that hype doesn’t equal success. From Japan stocks to the dot-com craze, history has many investment themes fizzle out. Instead of chasing the next big thing, focus on high-quality companies built to last.
Losing a loved one is difficult, and dealing with their financial matters can add stress to an already emotional time. Fortunately, in most cases, you are not personally responsible for their debts.
Your Social Security Statement is a key tool for planning your financial future! It provides personalized estimates of your retirement, disability, and survivor benefits—helping you stay on top of your future income.
From AI to GameStop to marijuana stocks, thematic investing has driven some of the hottest market trends in the last five years—but are these themes still delivering? The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, look back at momentous investment fads, how they’ve performed, and what investors can learn from the hype cycles.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how market dips are nothing new—since 1928, we’ve seen 5% drops multiple times a year! But panic selling locks in losses. Instead, stick to your plan, focus on fundamentals, and trust your strategy.
Did you know the Sec 45E tax credit can help cover employer contributions to new retirement plans? If you’re looking to attract top talent and secure your employees’ futures, this credit could be a game-changer.