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.
Henssler Associate, Melanie Wells, CFP®, explains how to tackle the issue if your future spouse has bad credit. hensslervideo_personal_finance
Last year U.S. data breaches increased 40%. Learn how to lessen your chances of being a victim of cybercrime in this week’s Financial Tip.
This week, Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K.C. Smith, CFP®, are joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, who brings a conversation about life insurance and how your needs may change from being single with group coverage through your employer to needing more because of personal responsibilities such as a family and a home.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how private family foundations create a giving legacy for wealthy families. Read the Article
The gender pay gap, coupled with other factors, can lead to a shortfall in retirement savings for women. We explain in this week’s Financial Tip.
Bil Lako, CFP®, and Troy Harmon , CFA, CVA, are joined by Managing Associate Shawna Theriault, CFP®, C.P.A., who shares information on how private family foundations can fulfill a family’s philanthropic legacy desire.
You see inflation affect prices every time you go to the grocery store. But how does the Fed measure it? We explain in this week’s Financial Tip.