Planning Considerations of Selling Your Business to Your Child
The Money Talks hosts explore the situation of a business owner who is looking to have his son take over his business so he may retire. The experts discuss the timeline for such a transaction, what planning issues need to be taken into account and how his options may need to change depending on how quickly he needs the money from the sale of his business.
Can I Transfer My Business Through My Will?
We explain why you shouldn’t use your Will to transfer your business.
What Life Events Trigger the Need for Financial Advice?
As you move through different stages of life, you will face new and unique financial situations. Did you just get engaged? Perhaps you are wondering how you and your partner are going to manage your money together. Do you have children? Maybe you are looking for ways to pay for their college education. When you […]
Applying the Ten Year Rule to Your 401(k) Assets
The “Money Talks” experts delve into a situation common to many investors—having all their assets in a company-sponsored retirement plan. They discuss how investors in this situation can apply the Ten-Year Rule to their 401(k) assets when trying to plan for liquidity.
In the News: Is 2019 finally your time to retire?
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that when small-business owners want to retire, it is not quite as easy as letting your boss know you will be leaving at the end of July. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on […]
On the Road to Retirement, Beware of These Five Risks
Take some time now to review and understand the below risks before your journey takes an unplanned detour. 1. Traveling Aimlessly Setting out on an adventure without a definitive destination can be exciting, but probably not when it comes to saving for retirement. As you begin your retirement strategy, one of the first steps you’ll […]
The Transition into Retirement
The transition into retirement is when you are changing from your full-time working years to your retirement years. If retirement is approaching, you may have to make numerous decisions. Questions you might be asking yourself: Can you afford to retire? What about early retirement—is it a possibility? If you want to continue working, are there […]
Planning Priorities: Retirement Spending Strategies
Henssler Managing Associate K.C. Smith, CFP®, explains our philosophy when it comes to spending down your retirement assets.
10 Years and Counting: Points to Consider as You Approach Retirement
Even though retirement may be 10 years away, you still have your work cut out for you before the big day. Considering these points now will make the transition that much easier. We explain in this week’s Financial Tip.
Is the Social Security Administration still mailing Social Security Statements?
The Social Security Administration has stopped mailing Social Security Statements to individuals under age 60, but you can get your statement online. Learn more in this week’s Financial Tip.