Pandemic Hasn’t Changed Trends in Long-Term Care Insurance
The “Money Talks” experts take an in-depth look at the changes that have been happening in the long-term care insurance market.
In the News: CARES Act: 60-Day Rollover as Roth Conversion
In the Marietta Daily Journal, Bil Lako, CFP®, explains how 2020 provides a unique opportunity to take what would have been a 2020 RMD and roll it into a Roth IRA. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from…
There Is No Substitute for Doing Your Homework
The Henssler Research Analysts explore portfolio construction and how paying attention to the fundamentals—a variety of factors that we believe influence a stock’s performance—can help your portfolio over the long term.
In the News: IRS extends deadline for required minimum distribution repayment
In the Marietta Daily Journal, Bil Lako, CFP®, explains the IRS’ latest move to help investors repay their unwanted 2020 RMDs.
Recovery, Elections, and Ugly Economic News
Many investors have similar questions–should we sell now? How do I position my portfolio for a potential presidential administration change? Why is the market so good if the economic news is so bad? We tackle these questions and explain why they can all be answered with our Ten Year Rule.
In the News: Don’t touch your face; don’t touch your 401(k)
In the Marietta Daily Journal, Bil Lako, CFP®, explains that the market has recovered a majority of what it lost, in March. Hopefully, you did not touch your 401(k) by cutting your contributions or moving your investments to cash equivalents during the trough.
Pandemic Investing: Don’t Touch Your Face; Don’t Touch Your 401(k)
In this week’s case study, the “Money Talks,” hosts take a look at how the COVID-19 pandemic has affected 401(k) savings and provide some tips for keeping your 401(k) on track.
In the News: Cash flow and survival mode: Planning for hard times
In the Marietta Daily Journal, Bil Lako, CFP®, explains that while the market has recovered the majority of what it initially lost, many individuals are still in survival mode.
Cash Flow and Survival Mode: Planning for Hard Times
The COVID-19 pandemic has caused an interruption in income for many—not just business owners, but for families as well. It’s nearly safe to say no one expected for cash flow to dry up across the board. While the market has recovered the majority of what it initially lost, businesses and individual investors are still in…
In the News: Overcoming the desire to sell when the market is down
In the Marietta Daily Journal, Bil Lako, CFP®, explains how when the market is down 33% from the high, many investors cave in to fear and sell at the bottom of the market.