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
If you can’t max out your 401(k), you should at least try to contribute up to the limit your employer will match. Learn why in this week’s Financial Tip.
Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss some of the issues married couples may run into when one spouse retires and the other spouse continues to work.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how the decision to take Social Security comes back to your financial plan. Read the Article
This week, Principal Jennifer Thomas, CFP®, and Managing Associate D.J. Barker, CWS®, join Troy Harmon, CFA, CVA, to discuss Social Security benefits for married couples, focusing on the decision of when to take benefits and how it should depend on when you need the money.
Ever hear “Too much of a good thing?” It’s true for a lot of things, including company stock you own. We explain in this week’s Financial Tip.
With the Equifax data breach still dominating headlines, hosts Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate, Jarrett McKenzie, CFP®, CWS®, take a look at protecting your information, and what to do if you discover your data has been compromised.