As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains if it matters when during the year you take your Required Minimum Distribution. Whether it’s at the start of the year, spread out monthly, or at year-end, the right timing depends on your financial goals.
From rising costs to supply chain headaches, shifting U.S. trade policies are making it harder for SMBs to stay ahead. How do you protect your profits and plan for the future? We break down the impact of tariffs and the smart strategies you can use to navigate them.
Did you know that community property laws can impact how you and your spouse file taxes? From income division to special tax rules, understanding these laws is crucial for accurate tax planning.
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®, answered key questions from seniors about required minimum distributions (RMDs)—specifically, whether it’s better to take them at the beginning of the year, spread them out over time, or wait until year-end.
As seen in the Marietta Daily Journal: From fake celebrity relationships to investment scams, Bil Lako, CFP®, explains knowing the red flags can save your hard-earned money.
Want top-tier expertise without the cost of a full-time hire? Fractional hiring lets small and mid-sized businesses bring in seasoned pros—like a Sales Manager or Marketing Director—on a part-time or project basis.
Looking to defer capital gains taxes when selling an investment property? A 1031 exchange allows you to reinvest proceeds into another like-kind property—keeping more of your money working for you!
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®, discuss relationship investment scams, offering advice on warning signs to watch for and how working with a trusted financial adviser can help protect against these and other financial threats.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains whether it’s rebalancing your portfolio, shifting away from a stock that no longer fits your thesis, or managing taxes, you need to know when to trim your positions.
Nearly half of U.S. families are headed by two working spouses, often with separate accounts. Even with individual portfolios, couples can benefit from a joint strategy to maximize employer matches, diversify investments, and take advantage of spousal IRA contributions.