Tax Loss Harvesting—Grudge Match of the Century
99.9% of the time, your financial consultants operate as a well-oiled machine. Your investment adviser dedicates his full-time attention to managing your portfolio, making the buy and sell decisions.
Get Expert Help to Determine Value of Business During a Divorce
In today’s Marietta Daily Journal, Bil Lako, CFP® explains That businesses may be divided upon divorce if deemed marital property; therefore, a business valuation can help determine the economic value of an owner’s interest in a business. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial.…
Get Expert Help to Determine Value of Business During a Divorce
The “Money Talks” experts delve into a situation where a couple who own a business together are divorcing. They cover the many reasons a business valuation would benefit the company and how it may be used in determining an equitable divorce settlement.
Unique Concentration Risk of Owning Company Stock
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why he doesn’t recommend individuals ever invest in the company they work for and what you can do if you do own significant amounts of your company’s stock.
Unique Concentration Risk of Owning Company Stock
The “Money Talks” hosts discuss a common situation amongst retirees: having their 401(k) fully invested in their employer’s company stock. When it comes time to start planning for liquidity, these investors need to consider the Net Unrealized Appreciation they have in their company stock.
Why Do Our Brains Make Bad Financial Decisions?
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why you can’t depend on your fight or flight instinct when it comes to making financial decisions. Read the Article 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…
Cash Flow and Student Loan Repayment
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that you should make your student loan payments as affordable as possible without sacrificing other savings, like contributing to your 401(k).stude
Henssler Collects More than 13,000 Items for KSU CARE Services
Henssler Financial challenged its staff to help stock the KSU CARE Services’ pantry for the summer semester and sweetened the donation with a match of $0.50 for every item—and boy did the staff deliver—13,725 items in total were donated!
Cash Flow and Student Loan Repayment
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Michael Griffin, CFP®, to discuss a common situation for young professionals—student loan debt. They discuss repayment options and loan consolidation.
Applying the Ten Year Rule to Your 401(k) Assets
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to apply the Henssler Ten Year Rule to your retirement assets if you have a majority or all of your money invested in your 401(k) plan.