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Daily Archives: February 18, 2019

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Meet the Experts: Jarrett McKenzie, CFP®, CWS®

Personal Finance, VideoBy Editorial TeamFebruary 18, 2019

Henssler Financial Senior Associate Jarrett McKenzie CFP®, CWS®, explains how financial planning isn’t a get-rich-quick scheme, but a customized plan that develops over time that prioritizes your individual goals.

401(k) Participation and Allocation

Case Study, RetirementBy Editorial TeamFebruary 18, 2019

Chief Investment Officer Troy Harmon, CFA, CVA, Principal Jennifer J. Thomas, CFP®, and Justin Wagner, AIF®, Client Relationship Manager – Retirement Services, team up to discuss how investors should approach allocating their 401(k) investments.

In the News: Are you in the crosshairs for an IRS audit?

Blog, In The News, TaxBy Editorial TeamFebruary 18, 2019

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that tax “audit triggers” are just actions that occur in your everyday life and in the course of doing business. 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.…

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