Creating a Philanthropic Legacy with an Income Stream for You

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you can profit from your business, minimize your capital gains, and benefit a charity by creating a charitable trust. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy.…

Money Talks – June 23, 2018

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss the latest Consumer Sentiment according to the University of Michigan, housing news and the week’s market action. K.C. and Jarrett discuss legacy planning using a charitable remainder trust. They also talk about how investors can further control their charitable gifts by combining a charitable remainder trust with a donor advised fund. The Henssler Experts also answer a variety of listeners’ questions, including a follow-up to last week’s discussion on health savings accounts, GE’s stake in Baker Hughes, mature tech stocks, and whether one can undo a Roth IRA conversion.