Planning Priorities: Financial Planning for End of Year
Senior Associate Jarrett McKenzie, CFP®, CWS®, highlights some of the important year-end financial planning items that should be addressed before the chaos of the holidays begin.
Meet the Experts – Justin Wagner, AIF®
Client Relationship Manager for Retirement Services, Justin Wagner, AIF®, discusses the importance of fiduciary responsibility that comes with being a Registered Investment Adviser.
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…
Planning Priorities: Pay Down Debt or Save for Retirement?
In this episode of Planning Priorities, Justin Wagner, AIF®, Client Relationship Manager Retirement Services, explores the math behind the decision to either pay down debt or save for retirement.
Meet the Experts: Nick Antonucci, CVA, CEPA
Research Analyst Nick Antonucci explains our bond strategy for client portfolios.
In the News: Ever Wonder, “Why Am I the Type of Investor That I Am?”
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how our feelings toward money can create bias that influences our investment decisions. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy…
What Are the Pros/Cons of a Side Hustle?
Depending on how much time and energy you put into a side hustle, you could earn a significant supplemental income. We explain the pros and cons in this Question of the Week.
Meet the Experts: Troy Harmon, CFA, CVA
Chief Investment Officer Troy Harmon, CFA, CVA, explains our criteria for high-quality, individual common stocks. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently be traded by Henssler Financial. All material presented…
How can I pay off my credit card debt?
Did you charge up a storm getting ready for the new school year? Before too much interest accrues on your balances, put a strategy in place to pay off your debt. We offer options in this Question of the Week.
Planning Priorities: Options for an old 401K
Senior Consultant Retirement Services Scott Brown, CFS®, answers the frequently asked question, “Should I roll over my old 401(k) into my current plan, leave it, or roll it to an IRA?” This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy.…