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.
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