Determining Your Retirement Income Needs
In order to have sufficient income to last you for your entire retirement you first need to determine your retirement income needs. We explain in this week’s Financial Tip.
Closing a Retirement Income Gap
Getting close to retiring, but not sure your income will meet your needs? Read tips on how to close your income gap in this week’s Financial Tip.
Applying the Ten Year Rule to Your 401(k) Assets
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to apply the Henssler Ten Year Rule to your retirement assets if you have a majority or all of your money invested in your 401(k) plan.
Should I contribute to my 401(k) plan at work?
Yes! Unless you absolutely cannot afford to set aside any dollars whatsoever, you should contribute to your employer’s 401(k) plan. A 401(k) plan is one of the most powerful tools you can use to save for your retirement. The first benefit is that your pre-tax contributions to a 401(k) plan are not taxed as current…
Case Study: 401(k) Participation and Allocation
Chief Investment Officer Troy Harmon, CFA, CVA, Principal Jennifer J. Thomas, CFP®, and Justin Wagner, AIF®, Client Relationship Manager – Retirement Services, team up to discuss how investors should approach allocating their 401(k) investments.
Q&A Time: Aircraft Manufacturers, 401(k) Rollovers, and Berkshire Hathaway
The “Money Talks” experts address listeners’ questions on aircraft manufacturers, what one can do with a 401(k) when leaving the workforce, and investing in Berkshire Hathaway.
Q&A Time: IRA vs. 401(k), IPOs and Car Warranties
Henssler’s experts answer listeners’ questions on choosing between an IRA and 401(k), why IPOs are considered speculative, and if extended car warranties are worth the purchase.
How Much to Save to a 401(k)
In today’s Marietta Daily Journal we explain that while getting the employer match is important, that should really be the bare minimum you save. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this…
Case Study: How Much to Save to a 401(k)
This week on “Money Talks,” Senior Associate Jarrett McKenzie, CFP®, CWS®, and Justin Wagner, AIF®, a Client Relationship Manager in our Retirement Services division, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a couple who have been saving the bare minimum to their 401(k) accounts and how much they should really be saving.
Q&A Time: Stock Questions, Roth 401(k)s and Estate Tax Rules
The “Money Talks” experts also answer listeners’ questions on Home Depot, dividing a 401(k) with a QDRO, mobile application Momo Inc., as well as Roth 401(k) options and estate tax and gifting rules.