Henssler Managing Associate K.C. Smith, CFP®, explains our philosophy when it comes to spending down your retirement assets. While most people believe they should only spend what the portfolio generates in income, we believe you spend cash. hensslervideo_personal_finance
When you bought a computer from the big-box store, did the cashier try to sell you an extended warranty? Find out if it’s worth it in this week’s Question of the Week.
Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income? Take this quiz to learn more.
Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to talk about a common question for most investors, “How much life insurance should I have?” The planners’ conversation covers how life insurance protects the financial plan and can help ensure goals are met even if something unfortunate should happen.
In todya’s Marietta Daily Journal, Bil Lako, CFP®, explains while we prefer to see companies invest in more innovation, research and development, and new product offerings, that stock buyback programs are not a bad thing. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on…
When you have extra cash on hand, take a look at what your debt is costing you. You might find a use for that cash! We explain in our Question of the Week.
Despite its reputation, there is little reason for most people to avoid probate. However, be aware that the average process takes six to nine months to complete. Learn more in this Financial Tip.
You need credit but you have no credit, so no one will extend you credit. There are ways out of this vicious cycle that will help you build a good credit history. Learn more in this Question of the Week.
Bil Lako, CFP®, explains how one leading economic indicator doesn’t always mean the economy is doomed. Read more in today’s Marietta Daily Journal. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently…
Despite proposals to the contrary, the tax reform law did not radically change the tax breaks for higher education. Read the changes that were made in this week’s Financial Tip.