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Monthly Archives: April 2019

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How to Recover from a Mid-Life Financial Crisis

Blog, Personal FinanceBy Editorial TeamApril 30, 2019

A financial crisis can be scary at any age, but this is especially true when you’re in your 40s or 50s. Regardless of how you got to this point, it’s important to develop a strategy that will help you re-establish financial stability. We explain in this week’s Financial Tip.

Interview: Marcy Stidum, Director of CARE Services at Kennesaw State University

InterviewBy Editorial TeamApril 29, 2019

Marcy Stidum, Director of CARE Services at Kennesaw State University. CARE Services offers support to students who have experienced homelessness, food insecurity and/or the foster care system.

Cash Flow and Student Loan Repayment

Case Study, Education Planning, FeaturedBy Editorial TeamApril 29, 2019

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Michael Griffin, CFP®, to discuss a common situation for young professionals—student loan debt. They discuss repayment options and loan consolidation.

Building a Defensive Portfolio

Investment Selection, VideoBy Editorial TeamApril 26, 2019

Research Analyst Nick Antonucci, CVA, CEPA, discusses downside protection and what investors may want to consider if they seek to reduce the magnitude of a significant market decline in this episode of Casual Finance Friday.

Applying the Ten Year Rule to Your 401(k) Assets

Featured, RetirementBy Editorial TeamApril 26, 2019

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to apply the Henssler Ten Year Rule to your retirement assets if you have a majority or all of your money invested in your 401(k) plan.

The Major Reasons a Virtual CFO Can Help Your Business Thrive

Blog, Business Owner/Self Employed, TaxBy Editorial TeamApril 26, 2019

Does your business need a vCFO? Find out in this week’s Business Tip.

What are the Hope credit and the Lifetime Learning credit?

Blog, TaxBy Editorial TeamApril 25, 2019

Are you going to start paying higher education costs? You might qualify for a tax credit. Find out in this week’s Tax Tip.

Question of the Week: Can I Refinance my Student Loans?

Blog, Education Planning, Starting OutBy Editorial TeamApril 23, 2019

Henssler Associate Michael Griffin, CFP®, answers our “Money Talks” question of the week, “Can I refinance my student loans?”

Rules on Opening a 529 Plan Account for College

Blog, Education PlanningBy Editorial TeamApril 23, 2019

If you have a child or grandchild, you may want to consider opening a 529 Plan for future education costs. We explain the rules in this week’s Financial Tip.

Meet the Experts: Peter Lynch

Personal Finance, VideoBy Editorial TeamApril 22, 2019

Henssler Associate Peter Lynch explains why we feel an investor’s allocation should be reflective of their liquidity needs rather than a formula.

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