CARES Act: Special Rules for Retirement Plans
In this special series covering the CARES Act, we start with sections 2202 and 2203, as they can provide some immediate relief if needed.
How Late Is Too Late to Start Saving for Retirement?
We offer tips if you’re getting a late start on saving for retirement.
Handling Market Volatility
Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it’s your money at stake.
Retirees Beware! A Teaching Note
It is possible that a 6% average return could produce markedly different ending values in a portfolio over 10 years.
Employer’s Pension Startup Credit Substantially Increased
If you are considering establishing a qualified pension plan for your business, you may be entitled to the Credit for Small Employer Pension Startup Costs.
There’s Still Time to Contribute to an IRA for 2019
Have you made your 2019 IRA Contribution yet? You still have time.
Planning Priorities: Targeting Your Retirement Savings Goal
In this episode of Planning Priorities, Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, provides some tips and tricks to staying on track to reach your retirement goal.
What Is Asset Allocation And Why Is It Important?
Asset allocation is a common strategy that you can use to construct an investment portfolio.
In the News: Early pension benefits require careful planning
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses the options retiring employees have when receiving pension benefits. 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 cannot be guaranteed. The…
Understanding Your Annual Social Security Letter
Even though your monthly Social Security benefits may have increased because of inflation, the net amount you receive may actually be less per month because of increases in Medicare Part B and D premiums.