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.
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.
The Secure 2.0 Act: Empowering Student Loan Borrowers and Retirement Savings
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss how the Secure Act 2.0 included provisions that could help a couple’s situation with resuming student loan payments and money remaining in a 529 plan.
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.
Essential Lessons: From Boomerang Kids to Financial Freedom
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, are joined by Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for a couple of listeners who need help motivating their college grad to pay attention to his financial future and work toward independence.
The Gen Z Freelance Movement and the Tax and Bookkeeping Challenges That Come With It
Approximately 50% of all Gen Z respondents to one survey, engaged in freelance work of some kind. Bookkeeping and taxes present significant challenges to those choosing to go down this path.
The One Percent Difference
In this Planning Priorities episode, Scott Brown, CFS®, Senior Consultant, Retirement Services, explains how just 1% can make a difference in your retirement savings.
When Should Young Adults Start Investing for Retirement?
As young adults embark on their first real job, get married, or start a family, they might want to make preparing for retirement a financial priority. The best time to start investing is now — for two key reasons: compounding and tax management.
Looking for Quick Cash? Try to Avoid Retirement Savings
If you find yourself looking for a quick source of cash, your retirement savings may look like a tempting option. However, if you are under age 59½ and withdraw money from a traditional IRA or qualified retirement account, you will likely pay both income tax and a 10% early-distribution tax on your federal return; your state may also charge an early-withdrawal penalty in addition to the regular state income tax.
Social Security Offers Benefits from Birth Through Old Age
You may think of Social Security as just something for retired people. However, Social Security is with you throughout your entire life. We explain more!