In the News: Leaving Your IRA to a Non-Spouse Beneficiary
As seen in the Marietta Daily Journal, Bil Lako, CFP®, highlights highlight some tax-saving alternatives if you intend to leave your IRA to a non-spouse beneficiary.
Steps Your Business Can Take to Survive a Recession
There is a 96% chance that the United States will experience some form of economic recession within the next 12 months. If you want to make sure that you’re as prepared as you can be for whatever the economy happens to throw at you, we cover three important things to keep in mind.
Leaving Your IRA to a Non-Spouse Beneficiary
In this week’s case study on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata to provide some alternative options to a “Stretch IRA.”
In the News: What news moves the market? depends on who is doing the moving
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a deeper look at how the market decides on what news to react to, and why.
5 QuickBooks Online Tasks You Should Do Before January 1
Small-Business Owners: It’s probably your busiest month of the year. But there are things you can do to make your return from the holidays less stressful.
A 529 Plan Can Help Jump-Start Your College Fund
Building a college fund, even a small one, can help families feel more in control and less stressed during the college research and admission process. Think of a college fund as a down payment.
In the News: If a recession is ahead, what positions will benefit portfolios?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why some of the investment strategies that are working for investors right now seem substantially similar to strategies that should work in a recession.
Donor-Advised Funds Combine Charitable Impact with Tax Benefits
A donor-advised fund is a powerful philanthropic tool that allows you to donate assets when it’s most tax-efficient. When you see a meaningful opportunity, you are able to provide grants to any active, qualified charitable organization.
Our Three Cents: The Flow of Assets and Business Interest
Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial are joined by estate planning attorney Arun Gupta to discuss how corporate documents and personal estate planning go hand in hand when it comes to business interests. While estate planning documents can be unpleasant to think about, both corporate documents and an estate plan are essential for the flow of assets when a business owner dies.
If a Recession is Ahead, What Positions will Benefit Portfolios?
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by his fellow Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the possibility of a recession, what this recession may look like, and what positions may work for investors.