For September, our Research analysts are paying attention to the valuations of companies, the standoff between the Democrats and Republicans over additional stimulus, and consumers’ attitudes. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this…
The “Money Talks,” financial experts team up to discuss the importance of establishing a sell strategy using a case study of a couple who frequently call their adviser asking if it is time to sell.
K.C. Smith, CFP®, CEPA, explores the impact of the SECURE ACT, and give you some strategies for minimizing the consequences of this Act on your retirement savings. In this video he discusses at how the SECURE Act affects non-spouse beneficiaries of retirement accounts. This article is for demonstrative and academic purposes and is meant to…
If you own a business and have employees working remotely, you may need to take a closer look at how nexus will be addressed.
In the Marietta Daily Journal, Bil Lako, CFP®, explains how investors tend to grumble about low-interest-rate environments because we’re trained to think as savers. However, the reality is that there are beneficial moves investors can make to take advantage of low-interest rates. Read the article here Disclosures: The investments referenced within this article may currently…
If you are one of the millions of Americans with debt, you might wonder what happens to it when you pass away. As with most things financial, it depends.
Are you stir-crazy and just need to get away? Are you required to travel for business? Before you plan your next trip, read the three things you should consider.
Wealth transition and succession planning were always complicated processes—COVID-19 did not do it any favors.
In the Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at our federal debt and if we should be concerned about how the government spends. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be…
If your child received Social Security, Supplemental Security Income, Department of Veterans Affairs or Railroad Retirement Board benefits and did not file a tax return for 2018 or 2019, they may be eligible for an Economic Impact payment.