Pay Now, Save Later: A Case for Roth Conversions in Retirement
The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, welcome Matthew Reed, CPA/ABV, a Tax Director with Henssler CPAs & Advisers, to join them in a strategy session about investors facing a key tax decision.
In the News: The Best Time of Year to Take Your RMD? It Depends on Your Goals
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains if it matters when during the year you take your Required Minimum Distribution. Whether it’s at the start of the year, spread out monthly, or at year-end, the right timing depends on your financial goals.
The Best Time of Year to Take Your RMD? It Depends on Your Goals
The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, answered key questions from seniors about required minimum distributions (RMDs)—specifically, whether it’s better to take them at the beginning of the year, spread them out over time, or wait until year-end.
In the News: The hidden perks of a financial adviser: Spotting scams before they happen
As seen in the Marietta Daily Journal: From fake celebrity relationships to investment scams, Bil Lako, CFP®, explains knowing the red flags can save your hard-earned money.
The Hidden Perks of a Financial Adviser: Spotting Scams Before They Happen
The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss relationship investment scams, offering advice on warning signs to watch for and how working with a trusted financial adviser can help protect against these and other financial threats.
In the News: Selling stocks in a booming market—Does it ever make sense?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains whether it’s rebalancing your portfolio, shifting away from a stock that no longer fits your thesis, or managing taxes, you need to know when to trim your positions.
Selling Stocks in a Booming Market—Does It Ever Make Sense?
This week on “Henssler Money Talks,” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, shed light on when and why investors should consider selling their stocks. When a market disruptor shakes investor confidence, suddenly, everyone is looking for the exit. Selling should be a strategic decision—not an emotional reaction.
In the News: Balancing risk, reward, and emotions: The adviser advantage
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investing isn’t just about outperforming benchmarks—it’s about aligning your financial decisions with your goals, and how a comprehensive financial plan can help you achieve long-term success.
Balancing Risk, Reward, and Emotions: The Adviser Advantage
“Money Talks,” hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, address an investor’s concern about the value a financial planner brings to the table. They explore how advisers provide personalized guidance, emotional support, and strategic planning that goes far beyond simply managing investments.
In the News: FIRE movement: The path to early retirement or a frugal trap?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores the FIRE movement—Financial Independence, Retire Early. But is this ultra-frugal lifestyle sustainable, or does it come at too high a cost?