This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss the importance of having fiduciaries or trusted contacts for senior investors to help ensure these potentially vulnerable investors are not being exploited. Peter explains the different types of powers of attorney and when they are applicable.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why it is tough to tell what comes next for our economy and how to invest in anticipation of the next economic move.
Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to cover a little-known strategy for high-income earners to move a significant amount of retirement funds into Roth accounts for tax-free growth.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that if you’ve had a baby in 2021, that you can still get Advance Child Tax Credit payments.
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Consultant Jessie Thomas, CPA, of Henssler CPAs & Advisers, and fellow Research Analyst Jacob Keen, CFA. Jessie shares some insight into the Advance Child Tax Credit and how taxpayers who had a child in 2021 can receive their credit.
As seen in the Marietta Daily Journal, Bil Lako, CFP® explains why you might be seeing a disconnect between a rallying stock market and a struggling economy.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Roger Tutterow, Ph.D., Henssler’s Chief Economic Adviser, to explore what seems to be a disconnect between a booming stock market and an economy struggling with labor shortages and inflation.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that saving for retirement only takes discipline. Spending retirement funds involves more variables, more flexibility and more emotions—especially when it comes to spending principal.
Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Associate Peter Lynch look at the situation of a couple working with an adviser who recommends using a dividend portfolio to provide retirement income. They discuss the risks of this strategy and compare it to the Henssler Ten Year Rule strategy.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that while Roth conversions are a very useful strategy, whether it is a good decision for you is very dependent on your situation.
