In this “Small Business Minute,” Senior Consultant for Retirement Services Scott Brown, CFS®, explains how a Profit Sharing Plan can be a great way for employers to allow their employees to potentially share in the profits of a company in a tax efficient way.
In this “Money Talks Minute” Bil Lako, CFP®, explains how equities provide a hedge against inflation because higher prices are built into the stock price, while fixed-income investments are designed to protect the principal.
Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial delve into a common problem many small businesses are having with finding and retaining employees in the tight labor market, inflation that has skewed the value of nearly every product and service, and intense competition for workers has driven the average hourly wage up.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that in managing your portfolio your adviser may make decisions that incur taxes or create losses. You must trust that your adviser is considering all options when recommending changes.
If you worry about your retirement investments during market downturns, you’re not alone. Unfortunately, emotions are often the enemy of sound investing. We cover some points to help you stay clear-headed during periods of market volatility.
The Inflation Reduction Act of 2022 changes to the tax credit for electric vehicles. If you are in the market for an electric vehicle, review the new rules to help you maximize the credit you are allowed.
Chief Investment Officer Troy Harmon is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Melanie Wells, CFP®, to cover a situation where the investors are not following the advice laid out by their investment adviser. They discuss why the advice is designed for their circumstances and how not heeding the recommendations can put them behind.
In our latest episode of Planning Priorities, Managing Associate Jarrett McKenzie, CFP®, CWS®, explains the losses that many investors have experienced in their IRAs have created a prime opportunity for a strategy known as a Roth conversion.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why his default recommendation is almost always to roll your 401(k) to your new employer’s plan.
On August 24, President Biden announced federal student loan debt which includes up to $10,000 in loan relief and up to $20,000 in loan relief to borrowers who received a Pell Grant.