As seen in the Marietta Daily Journal: Bil Lako, CFP®, discusses using indicators to time trades perfectly, versus focusing on long-term investing, dollar cost averaging, and building a diversified portfolio tailored to your goals and risk tolerance.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP® explains that when kids come into money, whether from chores, part-time jobs, or inheritances, parents often step in as custodians.
This week on “Money Talks,” Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, address managing a minor’s money. They discuss custodial accounts, Roth IRAs, and 529 Plans.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP® explores the pros and cons of using your Roth IRA as an emergency fund, alternative options for emergency funds, and the importance of keeping your retirement savings intact.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Jacob Pritchard, CFP®, to provide advice to an investor who is anxious to save for retirement with a Roth IRA but also needs to reestablish her financial situation after a divorce. The hosts provide her advice on saving and withdrawing from a Roth IRA.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Clay Norman, CFP®, to discuss an investor who keeps trying different investment strategies chasing returns, but is disappointed that he’s not “beating the market.” They explain how Henssler Financial determines portfolio allocation and investment selection.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, provides some tips to help you maximize your deductions and ensure the best care for your disabled or special-needs child.
Chief Investment Officer Troy Harmon, CFA, CVA, along with Senior Associate Logan Daniel, CFP®, CRPC®, and Tax Manager Jessie Thomas, CPA, from Henssler CPAs & Advisers, offer valuable tax advice for a couple with a disabled child. They share insights on what may qualify as a medical expense deduction.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains why a liquidity-based approach with fixed-income investments is more effective than age-based allocation.
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the unique perspective Henssler has on bond investing, including how they fit into an overall portfolio and when you should be buying them.
