Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial delve into a common problem many small businesses are having with finding and retaining employees in the tight labor market, inflation that has skewed the value of nearly every product and service, and intense competition for workers has driven the average hourly wage up.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that in managing your portfolio your adviser may make decisions that incur taxes or create losses. You must trust that your adviser is considering all options when recommending changes.
Chief Investment Officer Troy Harmon is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Melanie Wells, CFP®, to cover a situation where the investors are not following the advice laid out by their investment adviser. They discuss why the advice is designed for their circumstances and how not heeding the recommendations can put them behind.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why his default recommendation is almost always to roll your 401(k) to your new employer’s plan.
Chief Investment Officer Troy Harmon is joined by Justin Wagner, AIF® Client Relationship Manager – Retirement Services, and Giuliana Barbagelata, CFP®, Senior Financial Planner, to discuss a case study on managing your 401(k)s when you change jobs.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a look at bond investing during a period of rising interest rates.
As seen in the Marietta Daily Journal, Bil Lako, CFP® explains that while the generation skipping tax falls under the generous estate exemption amounts, the SECURE Act made some significant changes should you want to leave your retirement accounts to anyone other than your spouse.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to discuss an investor who wishes to leave his IRA to his granddaughter. They discuss the limitations the SECURE Act created for non-spousal inherited IRAs and other options that may benefit the heir.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores your options for your Social Security benefits if you decide to unretire. You look at the big picture, and consider household income.
Chief Investment Officer Troy Harmon is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Peter Lynch to discuss the situation of a retired senior who is considering suspending his Social Security benefits and returning to work. K.C. highlights all the variables that go into making this decision including considering anyone receiving benefits based on his earnings record.
