As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains if it matters when during the year you take your Required Minimum Distribution. Whether it’s at the start of the year, spread out monthly, or at year-end, the right timing depends on your financial goals.
The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, answered key questions from seniors about required minimum distributions (RMDs)—specifically, whether it’s better to take them at the beginning of the year, spread them out over time, or wait until year-end.
As seen in the Marietta Daily Journal: From fake celebrity relationships to investment scams, Bil Lako, CFP®, explains knowing the red flags can save your hard-earned money.
The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss relationship investment scams, offering advice on warning signs to watch for and how working with a trusted financial adviser can help protect against these and other financial threats.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains whether it’s rebalancing your portfolio, shifting away from a stock that no longer fits your thesis, or managing taxes, you need to know when to trim your positions.
This week on “Henssler Money Talks,” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, shed light on when and why investors should consider selling their stocks. When a market disruptor shakes investor confidence, suddenly, everyone is looking for the exit. Selling should be a strategic decision—not an emotional reaction.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investing isn’t just about outperforming benchmarks—it’s about aligning your financial decisions with your goals, and how a comprehensive financial plan can help you achieve long-term success.
“Money Talks,” hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, address an investor’s concern about the value a financial planner brings to the table. They explore how advisers provide personalized guidance, emotional support, and strategic planning that goes far beyond simply managing investments.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores the FIRE movement—Financial Independence, Retire Early. But is this ultra-frugal lifestyle sustainable, or does it come at too high a cost?
Director of Research Nick Antonucci, CVA, CEPA, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, debated the Financial Independence, Retire Early movement, a lifestyle approach focused on aggressive saving, investing, and frugality to achieve financial independence and retire significantly earlier than traditional retirement age.
