Mutual Funds vs. Individual Stocks in the Modern Investment Landscape
You might be able to buy and sell individual stocks on a phone app, but you must still do due diligence, researching each of the stocks you want to own.
In the News: Trusts offer control and protection for grandchildren’s legacy
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when your heirs vary in age, financial status, and ability to handle a windfall responsibly, it is wise to consider using trusts.
When Should You Review Your Estate Plan?
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed.
Dealing with Divorce
Managing Associate K.C. Smith CFP®, CEPA, provides some preliminary steps for navigating a divorce and discusses important dos and don’ts during this challenging period.
Trusts Offer Control and Protection for Grandchildren’s Legacy
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch explore the situation of a wealthy investor who wants to leave his massive estate to his five grandchildren. With the grandchildren ranging in ages from 3 to 20, the experts consider his option of using a trust to shelter their inheritance from estate and gift taxes. Additionally, the trust can allow him to control how his money is used from beyond the grave.
In the News: Understanding the impact of coupon rates and yield to maturity
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why you should focus on the yield to maturity when considering your bond investments.
Henssler Financial Experts Make Atlanta’s 2023 Five Star Wealth Manager List
NOVEMBER 2023. KENNESAW, Ga.— Honored for their outstanding service, six financial professionals from Henssler Financial were named to the 2023 Five Star Wealth Manager list for Atlanta by Five Star Professional. The list of winners published in the October 2023 issue of Atlanta Magazine.
Most Medicare Costs Are Increasing in 2024
Premiums, deductibles, and coinsurance amounts for Original Medicare generally change every year. Here’s a look at some of the costs that will apply in 2024.
Streamline Your Business Finances: QuickBooks Online Fund Recording Tips
If your business involves sending invoices for products or services, QuickBooks Online offers multiple ways to record payments when they come in.
The Importance of a 401(k) Match
Justin Wagner, AIF®, Client Relationship Manager – Retirement Services explains how offering an 401(k) match to employees can bolster a company’s reputation and encourage employees to save for retirement.