In the News: Hidden Heroes of Tax Season: How A Financial Adviser Can Help
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how financial advisers can be your ultimate ally in navigating taxes and maximizing returns.
Hidden Heroes of Tax Season: How A Financial Adviser Can Help
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP®, to highlight some of the financial questions and moves investors often have after tax season.
In the News: From ‘I do’ to ‘we will’: How marriage impacts your finances
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, details how marriage changes more than just your relationship status. From shared expenses to retirement planning, learn how to navigate the financial impact of marriage in his latest article.
From ‘I Do’ to ‘We Will’: How Marriage Impacts Your Finances
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Peter Lynch discuss strategies for a couple who want to make significant strides in saving for their future but don’t know if they should be looking at everything as a whole instead of separate accounts with their own objective.
In the News: Planning your retirement: Balancing Social Security and investment growth
Bil Lako, CFP®, explains that if you’re not supplementing your retirement withdrawals with your Social Security benefits, that means you will need to have a larger portion of your portfolio in a conservative investment to cover your spending needs.
Planning Your Retirement: Balancing Social Security and Investment Growth
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, to explain Henssler Financial’s unique strategy for deciding when to begin Social Security benefits. Deciding when to draw your Social Security benefits should not be made in the vacuum of which option provides the greater cumulative benefit.
In the News: Smart estate planning: Assets that work best for your heirs
As seen in the Marietta Daily Journal: Bil Lako, CFP® highlights some of the easiest assets to pass on to your heirs—especially those that pass by beneficiary designation.
In the News: From treasure to burden: The challenges of inheriting material wealth
As seen in this week’s Marietta Daily Journal: Bil Lako explains why it’s best to talk to your heirs to see if they even want what you have—and if they don’t, consider getting rid of it before you die.
From Treasure to Burden: The Challenges of Inheriting Material Wealth
Estate planning attorney Arun Gupta joins Chief Investment Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, CEPA, to highlight some of the most problematic assets to leave to heirs and why it is best to manage expectations about inheritance, ensuring heirs have realistic expectations about what they may receive.
In the News: Navigating new rules: Roth IRA rollover options for unused 529 Plan funds
As seen in the Marietta Daily Journal, Bil Lako, CFP® highlights your options if you have leftover funds in a 529 Plan—including the newest option of a Roth IRA rollover.