Who Controls the Funds in a Section 529 Plan?
A 529 Plan can reach a hefty balance, but who controls the money? It depends. Read all about it in this week’s Financial Tip.
Case Study: Mid-Year Reviews Allow Investors to Get Back on Track
Managing Associate K.C. Smith, CFP®, and Senior Associate, Jarrett McKenzie, CFP®, CWS®, are joined by anchor host Troy Harmon, CFA, CVA, to discuss mid-year financial reviews, and how investors can benefit from a financial checkup this summer.
Controlling your wealth once you’ve passed
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how often the impetus behind creating trusts is to control how your assets are directed from beyond the grave. Read the Article.
Can I Roll My Traditional 401(k) Account Balance Over to a Roth IRA?
As you meet certain requirements, you can make a direct or 60-day rollover from a 401(k) plan to a Roth IRA. We explain in this week’s Financial Tip.
Case Study: Controlling Your Wealth Once You’ve Passed
Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Director of Research Troy Harmon, CFA, CVA, discuss the use of trusts to control your wealth from beyond the grave. They cover the possibilities as well as the drawbacks to doing so.
Using Your Financial Plan to Determine Need for Long-Term Care Coverage
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how your financial plan can show the need for LTC coverage. Read the Article
Student Loan Debt: It Isn’t Just for Millennials
Student loan debt is real: The 2015 graduating class had an average debt of $30,100. Learn more in this week’s Financial Tip.
Case Study: Using Your Financial Plan To Determine Need for Long-Term Care Coverage
Insurance Expert Jim Crone, CLU®, CFS®, takes a look at a couple’s decision on buying long-term care coverage. He explores how their financial plan can show whether they can afford to self-insure and other options aside from traditional long-term care policies.
Question of the Week: How to Budget for a Wedding
Henssler Associate Melanie E. Wells, CFP® explains how a couple can set a budget and start saving money for their big day. hensslervideo_personal_finance
Is the market in a bubble?
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you might think the market is in a bubble and why it’s actually not. Read the Article