Business Exit Planning
Henssler Research Analyst Nick Antonucci, CVA, CEPA, explores the choices retiring small-business owners will have to face when it comes time to exit their business.
“Elder Orphans” Doesn’t Mean Dying Alone
We discuss the trend of “elder orphans,” seniors who have no close relatives or children to care for them in their final years.
Jul 2019 Market Minute: Interest Rates, Earnings Season, Trade with China
For July, we’re keeping our focus on three main areas: The Fed and their stance on interest rates, earnings season, and trade with China. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may…
In the news: Key Employees are also the Key to a Successful Ownership Transition
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares both why and how you can keep key employees during an ownership transition of your business.
Is It Safe?
So, how does one determine if a link or file is safe? You can ask yourself if you know who sent it to you and if you were expecting it. Or you can take the time to use some online tools to scan the link or file.
Top-Hat Plans (Including SERPs)
A top-hat plan is unfunded and only provides benefits to a select group of management or highly compensated employees. Learn more in this Business Tip.
Is It Time to Declare Your Financial Independence?
Want to get out of credit card debt? Stand on your own financially? Retire early? We outline steps to declare your financial independence in this Question of the Week.
Advantages and Disadvantages of Tax-Deferred Fixed Annuities
Like many investment products, tax-deferred fixed annuities have both advantages and disadvantages. We explain in this week’s Tax Tip.
A Retirement Income Roadmap for Women
Whatever your goal, you’ll need a retirement plan that’s designed to support the lifestyle that you envision. Read more in this Financial Tip.
In the News: It Depends on Your Financial Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to begin developing your financial plan using the Ten Year Rule. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot…