In today’s Marietta Daily Journal, Bil Lako, CFP®, explores the considerations when trying to combine households of two established investors. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be…
As a single investor, you have full control of your finances. You have the ability to control both the saving and spending. Your decisions are your own. When you get married, your financial future becomes a joint responsibility—in theory. Money issues are often the No. 1 problem that couples argue about. When you’re young, combining…
Managing Associate K.C. Smith, CFP®, CEPA, provides some tips on how to make New Year’s Financial Resolutions that you’ll be able to keep.
Would you take on a 30-day challenge to spend money only on necessities such as rent, utilities, and groceries? During a no-spend month, many common activities—including dining out, buying movie or concert tickets, and shopping for clothes—are avoided at all costs.
When was the last time you or your attorney reviewed or updated your will or trust? If it was before the passage of the Tax Cuts and Jobs Act, your documents may be out of date.
In this episode of Planning Priorities, Associate Peter Lynch warns about the financial missteps of parenthood and how you can avoid them with a little planning. 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…
The “Money Talks” experts delve into a situation of two sons concerned their father’s assets will be left to his fourth wife, and “everything will work itself out.” They cover the importance of coordinating beneficiary designations as well.
A commonly encountered but often misunderstood issue is who claims the child or children for tax purposes. Read this before you make a serious mistake.
There’s more than one way to pay off your student loans. We explore the various repayment options in this Question of the Week.
While it may be a difficult conversation, it’s important to talk with your elderly parents about their finances, in case you find yourself making critical decisions on their behalf in a moment of crisis.
