Market Minute August 2023
In August, our Research Analysts are paying close attention to second quarter earnings, the spread between corporate bonds and Treasury bonds, and inflation.
In the News: Making the Most of Inherited IRAs for Spousal Beneficiaries
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that while the options a spousal beneficiary has when inheriting their late spouse’s IRA are plentiful, the distribution chosen should be dictated by their overarching financial plan.
In the News: Robbing your retirement to fund your business startup
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains a financing alternative for a startup business. However, entrepreneurs should proceed with extreme caution!
In the News: The Overlooked Factor in Retirement Planning: Which Assets to Withdraw First
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at the order in which retirement assets should be withdrawn.
In the News: Securing your legacy: understanding beneficiary designations for 401(k)s and IRAs
As seen in the Marietta Daily Journal, Bil Lako, CFP®, discusses the importance of updating your beneficiary designations with your 401(k) plan whenever there is a major life event like marriage, divorce, birth, or death.
In the News: The critical consideration of health insurance for non-working spouses in retirement
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains the importance of understanding your health care insurance coverage when heading into retirement.
In the News: Key estate planning considerations for unmarried couples
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that if remaining unmarried partners is a simpler alternative to marriage, it is crucial to work out the intricacies of your estate plan with your advisers.
In the News: Henssler Financial Sponsors ServeComm’s Newest Laundry Trailer
Henssler Financial reaffirms its commitment to investing in others with the addition of an eight-station mobile laundry trailer for incident response foundation ServeComm, which can be used remotely in areas hit by severe weather or other natural disasters.
In the News: The Secure 2.0 Act: Empowering student loan borrowers and retirement savings
As seen in the Marietta Daily Journal, Bil Lako, CFP®, details how the Secure Act 2.0 included provisions that could help with resuming student loan payments and money remaining in a 529 plan.
In the News: Essential Lessons: From Boomerang Kids to Financial Freedom
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains two fundamental financial lessons to help young adults reach financial independence.