Chief Investment Officer Troy Harmon, CFA, CVA, teams up with Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, to help a retired couple realize that they’re not in financial trouble just because inflation and interest rates have skyrocketed since they left the workforce. They explain how a financial plan works to accommodate economic changes.
Embrace healthier savings! The 2024 HSA limit increases mean you can supercharge your medical fund even more.
Unexpected expenses can pop up at any time – that’s where an emergency fund comes to the rescue! Having a financial safety net gives you peace of mind and helps you tackle life’s curveballs with confidence.
Associate Josh Weidie, CFP®, CWS® explains the three main benefits of dollar cost averaging and how you may be using this strategy and not even realize it.
Fixes to Income Driven Repayment plans will discharge around $39 billion in Federal student loans, affecting more than 804,000 borrowers the coming weeks—but what is the tax implication?
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, cover an investor’s options when he inherits his wife’s IRA. With three young children to care for while adjusting to life as a single parent, this investor must to consider when to access the money, taxes, and plans for his family’s future.
With the COVID pandemic receding in most areas of the world, Americans are traveling again. If you’re planning a foreign vacation, here are some suggestions to help keep your trip on track.
In this episode of Planning Priorities, Henssler Financial Associate Giuliana Barbagelata, CFP®, highlights three steps to taking control of your finances to gain financial stability.
Since the IRS now does most of its auditing through correspondence, an IRS letter can, in some cases, ruin your day. Step 1. Don’t Panic. Step 2. Read our rundown of CP notices!
Investing without knowing what you’re trying to achieve is like trying to drive cross-country without a map or GPS. Your goals may change over time, but it’s easier to adjust your plan to those changes than it is to succeed when you don’t know what you’re working to accomplish.
