In today’s Marietta Daily Journal, Bil Lako, CFP®, describes how your time horizon and risk tolerance for investing are intricately linked, and what to do when time horizons change.
Buying a house? Lenders use formulas based on your gross monthly income, your housing expenses, and your long-term debt to determine how large of a mortgage you qualify for. Read all about it in this Question of the Week.
Henssler Managing Associate K.C. Smith, CFP®, describes how our clients gain peace of mind with the cohesive approach to financial planning we provide.
Making one debt payment instead of many may help you keep your debt under better control, but you may end up paying more in interest over time. We explain in this Question of the Week.
Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Chief Investment Officer Troy Harmon, CFA, CVA, discuss legacy planning using a charitable remainder trust. They also talk about how investors can further control their charitable gifts by combining a charitable remainder trust with a donor advised fund.
When investors think of stocks, they often think of them increasing or decreasing in price. However, some companies share their earnings with shareholders in the form of dividends. Read all about it in this week’s Question of the Week.
Senior Associate Jarrett McKenzie, CFP®, CWS®, discusses the tax benefits health savings accounts provide when saving money for health care costs.
Is the new-car smell worth it, or do you want someone else to take the depreciation hit? We explain points to consider as you shop for a vehicle in our Question of the Week.
You have a choice: the fraud protection that comes with a credit card, or the money management inherent to a debit card. Pick your plastic! Learn more in our Question of the Week.
Henssler Managing Associate K.C. Smith, CFP®, explains our philosophy when it comes to spending down your retirement assets.
