Coordinating Social Security Benefits with Other Retirement Assets
Social Security provides about 40% of your preretirement income. Consider coordinating your benefits with other savings. Read more in this Financial Tip.
Four Retirement Saving Myths
Think you’ll be able to save later for retirement? Not likely. We explain the fallacy in four common retirement myths in this week’s Financial Tip.
When You Are Ousted From a Former 401(k)
We highlight why you may be kicked out of a 401(k) plan once you’ve left the company.
Roth 401(k) Conversions
The 2012 Tax Act allows for 401(k) in-plan Roth conversions, but is it a good financial idea to do so?
Preparing for Retirement
Henssler’s Research Analysts discuss the Employee Benefit Research Institute’s annual Retirement Confidence Survey and analyze Americans’ retirement savings habits.
There's Still Time to Contribute to an IRA for 2012
Have you made your 2012 IRA Contribution yet? You still have time. Learn more in this Financial Tip.
Revenue Harvesting
Bil Lako, CFP®, and Dr. Gene offer advice to a long-time listener on how to sell investments for his retirement years.
Making the Most of Your 401(k) Plan
The more you can save for retirement the better! Learn how to get the most out of your 401(k) plan in this week’s Financial Tip.
Why Refinancing Can Help You
Bil Lako, CFP® discusses the financial advantage to refinancing a mortgage in today’s Marietta Daily Journal.
Questions and Answers about Social Security
Sure you pay Social Security taxes, but how much do you know about the actual program? Learn more in this Financial Tip.