If a sharknado struck your home tomorrow, would you lose all of your important documents? Learn what to do in this week’s Financial Tip.
Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss a common financial planning situation where a family is concerned about protecting assets from an heir’s future ex-spouse.
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses some critical estate planning documents that you’ll need if ever incapacitated. Read the Article
A spouse’s death can be overwhelming. It’s important to take certain steps to move on financially. We explain in this week’s Financial Tip.
This week, Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, joins Chief Financial Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, to share some advice for families when it comes to planning for incapacity, whether it be for aging parents who can no longer take care of themselves, or an accident that leaves you unable to make financial or health decisions for yourself. >
Did you know you can borrow too much money for college? Learn the general guidelines for borrowing in this week’s Financial Tip.
Henssler Associate Malik Lee, CFP®, helps explain how to improve your credit score. Read the Article
A Will is so much more than a list of who gets what when you’re gone. Learn what it can do in this week’s Financial Tip.
Henssler Senior Financial Planner Logan Daniel, CFP®, CRPC®, explains the steps and budgeting necessary to save for a short-term goal. hensslervideo_personal_finance
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights some financial issues that may arise when one spouse retires early. Read the Article