Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial explore the difference and need for both attractiveness and readiness when selling your business on this episode of Our Three Cents.
Published in the August 19 edition of the paper, Henssler Financial came in at No. 23 on the 2022 Money Managers list. The Atlanta Business Chronicle defines money managers as investment advisers that manage portfolios on a discretionary basis, and they consider individuals as well as institutions. Money managers are ranked by discretionary assets under management in Atlanta.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that delaying any retirement plan withdrawals until you absolutely must can create undesirable tax consequences.
Advertising and publicity are two separate but very important components of a well-rounded marketing communications plan. Small-business owners need to determine which combination may result in the best possible return on investment on their marketing dollars.
Many women have financial needs that are unique to their situation in life. With a financial plan in place, you’ll be better able to focus on your financial goals and understand what it will take to reach them.
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and a Financial Planner discuss how investors need to plan for required minimum distributions to minimize the tax implications and income related adjustments to Medicare.
Key employees are often cited as one of the most significant value drivers within a successful company. In this Money Talks Minute, Bil Lako, CFP® explains how properly motivated key employees help build profits, and how a well-designed key employee retention plan can help your business.
For August, our Research Analysts are keeping an eye on inflation, the yield curve, and geopolitical tensions between China and Taiwan.
If you’re a young adult, chances are you’ve been introduced to the realities of adulthood. While you’re excited by the opportunities, the millennial generation faces a unique set of challenges, including a competitive job market and significant student loan debt that can make it difficult to obtain financial stability.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains its best to save early and often for your children’s education. He looks at some of the most popular ways to save.