As you meet certain requirements, you can make a direct or 60-day rollover from a 401(k) plan to a Roth IRA. We explain in this week’s Financial Tip.
Henssler’s Malik Lee, CFP® discusses how advisers have to adapt to the financial marketplace. Read the Article
Henssler’s Malik Lee, CFP® discusses an investor’s first RMD and how it affects taxable income in YahooFinance. Read the Article
Indices closed the session with mixed moves on Friday. The Dow and S&P 500 tacked on some points while the Nasdaq ended trading fractionally in the red zone. Nike led advancers on the Dow. The athletic footwear and apparel company added 8% today following the release of better-than-expected quarterly details.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how your financial plan can show the need for LTC coverage. Read the Article
Small-business owners can use financial key performance indicators to measure the health of their business. Read all about it in this week’s Business Tip.
In GANT News, Henssler Associate Malik Lee, CFP®, discusses budgeting apps to make the task easier. Read the Article
If you’re concerned your funeral costs will be a burden to your family, you may consider funeral insurance. We explain in this week’s Insurance Tip.
Financial and technology brands led advancers on Wednesday. Companies such as JPMorgan Chase, Goldman Sachs, Apple and Amazon.com posted gains. Stocks rebounded on a variety of economic news.
Some seniors may benefit from a qualified longevity annuity contract to lower their RMDs. We explain in this week’s Tax Tip.