Justin Wagner, AIF®, Client Relationship Manager – Retirement Services for Henssler Financial, illustrates how a pre-tax contribution to your 401(k) for your retirement will affect your take home paycheck.
As seen in the @mdjonline: Bil Lako, CFP®, explains how the difference between a retiree’s actual spending and maximum spending should allow them to weather economic changes.
When seniors reach the point where they can no longer care for themselves, challenges can begin to mount, and you’ll quickly learn if you have planned well or if there are gaps in your elder care plan.
Choosing the entity type for your business is a critical decision that affects how you are taxed and your personal liability. Start off on the right foot by learning the pros and cons of each structure.
Chief Investment Officer Troy Harmon, CFA, CVA, teams up with Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, to help a retired couple realize that they’re not in financial trouble just because inflation and interest rates have skyrocketed since they left the workforce. They explain how a financial plan works to accommodate economic changes.
For September, our Research Analysts are watching the Federal Reserve try to navigate a soft landing for our economy rather than a recession, the inverted yield curve that is pointing toward a pending recession, and the seven stocks that are dominating the S&P 500 index’s returns.
As seen in the Marietta Daily Journal Bil Lako, CFP®, explains that many small-business owners base their retirement on rough estimates they used when determining their business’s value; however, this can have implications far beyond the sale price.
Embrace healthier savings! The 2024 HSA limit increases mean you can supercharge your medical fund even more.
The annual Retirement Confidence Survey found that workers’ confidence took a substantial hit: Just 20% of respondents felt very confident they will be able to afford a comfortable retirement.
Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial take a closer look at how companies should watch their balance sheet in higher interest rate environments on this episode of “Our Three Cents.”