The “Money Talks” hosts discuss the situation of an investor who was working with a broker who put him in very speculative investments. They cover Dr. Gene’s rule of, “Follow the money,” as well as how we approach developing a financial plan.
The Money Talks hosts explore the situation of a business owner who is looking to have his son take over his business so he may retire. The experts discuss the timeline for such a transaction, what planning issues need to be taken into account and how his options may need to change depending on how quickly he needs the money from the sale of his business.
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses the options retiring employees have when receiving pension benefits. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The…
The “Money Talks” experts team up to discuss the many variables that need to be considered when an investor is deciding how to receive pension payments.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explores the considerations when trying to combine households of two established investors. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be…
As a single investor, you have full control of your finances. You have the ability to control both the saving and spending. Your decisions are your own. When you get married, your financial future becomes a joint responsibility—in theory. Money issues are often the No. 1 problem that couples argue about. When you’re young, combining…
In today’s Marietta Daily Journal, Bil Lako, CFP®, looks at some of the significant changes from the SECURE Act, which is being described as the biggest piece of legislation to affect retirement accounts since 2006.
The “Money Talks” experts take a deeper dive into the SECURE Act and how it affects businesses and individuals.
In today’s Marietta Daily Journal, Bil Lako, CFP®, guides you through the steps to take if you’ve realized you missed or miscalculated your required minimum distribution for 2019. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to…
The “Money Talks” experts discuss what you should do if you’ve missed your required minimum distribution for 2019 and how the SECURE Act changes RMDs going forward.
