Selling Your Business: Terms of the Deal
Certified Exit Planning Advisor K.C. Smith, CFP®, discusses how the terms of the deal when selling your business can affect your bottom line.
Is Cash King When Selling a Business?
The “Money Talks” experts take a deeper look at evaluating offers when exiting your business. They discuss the difference between taking a higher selling price with an earn out clause versus taking an all cash offer.
Counting on Your Husband’s Retirement Income? Three Things Women Should Know
As a result of working fewer years, women are more likely to save less, leaving many to rely on their husbands’ savings and benefits to carry them both through retirement. If you’re relying on your husband’s savings to carry you through retirement, read this!
In the News: Is the Roth 401(k) Right for You?
In today’s Marietta Daily Journal, Bil Lako, CFP®, explores the benefits of the Roth 401(k) option. 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 reliable and current, but accuracy cannot be guaranteed. The contents are…
When should I file the FAFSA?
Whether you have a high school senior or a returning college student, it’s a good idea to file the FAFSA as early as possible to increase your child’s chances of getting financial aid. We explain in this Question of the Week.
How to File Taxes After Saying “I Do”
A married couple can choose to file jointly or separately. Both statuses can result in surprises – some pleasant and some unpleasant. We explain in this Tax Tip.
Planning Priorities: Pay Down Debt or Save for Retirement?
In this episode of Planning Priorities, Justin Wagner, AIF®, Client Relationship Manager Retirement Services, explores the math behind the decision to either pay down debt or save for retirement.
Meet the Experts: Nick Antonucci, CVA, CEPA
Research Analyst Nick Antonucci explains our bond strategy for client portfolios.
Life Insurance with Long-Term Care Benefits
If you are concerned about the high costs of long-term care but don’t want to purchase traditional long-term care (LTC) insurance, consider combining permanent life insurance coverage with long-term care benefits. We explain in this Insurance Tip.
Saving for Retirement—Taking the Tax Savings Now or Later
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the how saving for retirement to a Roth IRA for tax-free retirement funds and saving pre-tax money to a 401(k) can benefit you regardless of what you choose. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial.…