Sudden Wealth
We all dream about winning Power Ball, but a significant financial windfall is not as simple as deciding how to spend the money. We explain in this week’s Financial Tip.
MAGI and the Gift of an Income-Related Monthly Adjustment
Troy Harmon, CFA, CVA, is joined by Principal Jennifer J. Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, who take a look at a couple who received a recommendation to reduce their modified adjusted gross income to avoid paying more for Medicare.
In the News: A Charitable Impact Can Start at Home in Your own Community
Bil Lako, CFP®, had a chance to interview Shari Martin from the Cobb Community Foundation on how they assist philanthropic individuals, families, businesses and organizations with donor-advised funds.
Financial Strategy: Donor-Advised Funds
If you are committed to significant charitable gifts, a donor-advised fund is a low-hassle way for individuals and community groups and businesses to establish a planned giving program.
Are Your Important Financial Documents Safe?
If a sharknado struck your home tomorrow, would you lose all of your important documents? Learn what to do in this week’s Financial Tip.
Question of the Week: How Do I Save for a Short-Term Goal?
Henssler Senior Financial Planner Logan Daniel, CFP®, CRPC®, explains the steps and budgeting necessary to save for a short-term goal. This article 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 is compiled…
In the News: When to Take Social Security Starts with Your Financial Needs
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 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…
Should I sign a prenuptial agreement to protect my assets when I remarry?
Marrying for a second or third time? Consider a prenuptial agreement to protect your assets. Learn why in this week’s Financial Tip.
Considering a New Employment Opportunity
Despite the time and energy you spend evaluating, the hardest part is deciding whether to accept the job offer. We explain in this week’s Financial Tip.
Question of the Week: How to Budget for a Wedding
Henssler Associate Melanie E. Wells, CFP® explains how a couple can set a budget and start saving money for their big day.