Three Benefits of Dollar Cost Averaging
Associate Josh Weidie, CFP®, CWS® explains the three main benefits of dollar cost averaging and how you may be using this strategy and not even realize it.
Beyond the 401(k): Exploring Nonqualified Retirement Plans
Jim Crone, CLU®, CFS®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP® join Chief Investment Officer, Troy Harmon, CFA, CVA, to provide some guidance to a C-suite executive who is considering a job that is offering a nonqualified deferred compensation plan. Jim explains how they work and the risks while Giuliana discusses their role in one’s retirement planning.
Henssler Financial Ranked as Top Workplace for Fifth Straight Year
Henssler Financial has been awarded a Top Workplaces 2023 honor by Atlanta Journal-Constitution Top Workplaces. The list is based solely on employee feedback measuring 15 culture drivers that are critical to the success of any organization: including alignment, execution, and connection, just to name a few.
In the News: Preserving Family wealth: Leveraging QTIP trusts for your family’s future
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that a QTIP trust is designed to provide financial security to your surviving spouse while allowing you to control the ultimate distribution of your assets.
REITs, Rates, and Income
A real estate investment trust (REIT) is a way to invest in commercial real estate without the responsibility of managing a property yourself, and with a much smaller investment than might otherwise be needed. We explore more on how REITs can be a helpful tool to increase diversification.
Tax Implications of Student Loan Forgiveness
Fixes to Income Driven Repayment plans will discharge around $39 billion in Federal student loans, affecting more than 804,000 borrowers the coming weeks—but what is the tax implication?
Preserving Family Wealth: Leveraging QTIP Trusts for Your Family’s Future
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, team up to help an investor who wants to provide for his wife when he passes but is also concerned about keeping certain assets in the family.
In the News: Interval funds: Accessible alternatives for today’s investors
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores interval funds, an investment in the alternative asset class that is sold like a mutual fund for individual investors.
New Employee Onboarding Best Practices: Factors to Consider for Success
Business owners know that it is always more expensive to hire a new person than it is to simply retain one of your existing workers. However, if you’re hiring, developing your onboarding process can set your new employees up for success.
Market Minute August 2023
In August, our Research Analysts are paying close attention to second quarter earnings, the spread between corporate bonds and Treasury bonds, and inflation.