Financial Changes When Starting a Family
In this “Money Talks Minute” Bil Lako, CFP®, explains how every phase of life has its own unique financial challenges. Starting a family is an expensive commitment.
Despite Concerns, Retirement Confidence Remains Steady
Survey says: Nearly three quarters of workers and 77% of retirees in a recent survey said they remain at least somewhat confident that they will experience a comfortable retirement. See if your long-term financial-planning priorities are in line.
With a Possible Recession Looming, You May Want to Review Your Cash Flow Process
Smart cash flow management is absolutely crucial for a business to navigate through a recession. If you’re a new entrepreneur who hasn’t been through an economic downturn, you may be less familiar with how quickly your finances can be affected.
What to Do after You’ve Been Automatically Enrolled in Your Company’s Retirement Plan
Many employers have begun automatically enrolling their employees in their company’s 401(k) plan. Without doing anything, you’re on your way to saving for retirement. But don’t just assume that the investment decisions your employer has made on your behalf are right for you.
Preparing for a Natural Disaster
A severe storm or other catastrophic event often strikes with little warning, can result in costly damage to your home, and puts your family’s safety at risk. Being prepared may help you make it through a natural disaster safely.
Trust Your Portfolio in Good Times and Bad
Managing Associate D.J. Barker, CWS®, and Associate Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to look at a listener’s “do-it-yourself” portfolio and plan, discussing how we prefer to allocate a portfolio’s investments using the Henssler Ten Year Rule.
In the News: Financial advisers can provide valuable insight for second marriage estate planning
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains while you may be focused on making your blended family work, there are estate planning concerns like providing for children from a previous marriage, that often take a backseat to daily life.
Should You Consider Tapping the Equity in Your Home?
With home values skyrocketing recently, your home may be one of your largest assets. Using home equity to help finance other financial objectives is a strategy many people consider, but before doing so be sure you understand the risks as well as the potential benefits.
Adjusting Your Tax Withholding
Now that you’ve seen last year’s tax results and can see where this year is heading, it may be a good time to consider adjustments to your income tax withholding.
Financial Advisers Can Provide Valuable Insight for Second Marriage Estate Planning
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Financial Planner Giuliana Barbagelata, CFP®, to discuss what aspects to consider when developing an estate plan for a second marriage that involves children from a previous marriage. While it requires an estate planning attorney to prepare the wills and trusts, the experts discuss all the groundwork financial planners put into making an estate plan work.