Three Benefits of Dollar Cost Averaging
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.
Tax Implications of Student Loan Forgiveness
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?
Making the Most of Inherited IRAs for Spousal Beneficiaries
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.
On the Move Again: International Travel Tips
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.
Building a Solid Financial Foundation
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.
Did You Get a Letter from the IRS? Don’t Panic
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 for Major Financial Goals
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.
Avoiding Financial Pitfalls
You’d think as you mature, you’d be better able to handle your money. However, you can encounter pitfalls at any age! In this Money Talks Minute, Bil Lako, CFP®, warns you of the mistakes to avoid.
Congress Tells Treasury to Expect SECURE 2.0 Technical Fixes
With nearly 100 provisions covering all types of retirement savings plans, the SECURE 2.0 Act actually had a few glitches. Congress has announced they will introduce legislation to correct “problematic language.”
Learn, Plan, and Secure Your Financial Future
Regardless of what stage you’re at—whether you’re just starting out or if you’re a savvy investor—in this episode of Planning Priorities, Managing Associate Melanie Wells, CFP®, will provide tips on becoming a more informed investor.