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Monthly Archives: March 2021

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In the News: Funding a Roth IRA for Your Child

Featured, In The NewsBy Editorial TeamMarch 18, 2021

In the Marietta Daily Journal, Bil Lako, CFP®, explains that if a child needs earned income, such as wages, tips, or money earned from mowing lawns in the neighborhood or babysitting, the the parent can make a ROTH IRA contribution for the child.

Real Estate for Income and Diversification

Blog, Investment SelectionBy Editorial TeamMarch 18, 2021

An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds. The primary appeal of REITs is the potential for a consistent income stream and greater portfolio diversification. Of course, like all investments, REITs also have risks and downsides.

Henssler Financial Earns AJC Top Workplaces Award

Blog, In The NewsBy Editorial TeamMarch 17, 2021

Henssler Financial has been awarded a Top Workplaces 2021 honor by The Atlanta Journal-Constitution Top Workplaces. The list is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage, LLC.

7 Personal Finance Tips for Freelancers and Gig Workers

Blog, Business Owner/Self Employed, TaxBy Editorial TeamMarch 17, 2021

We offer 7 personal finance tips that can benefit every person working as part of the freelance and gig economy.

Funding a Roth IRA for Your Child

Case Study, Family Finances, Featured, RetirementBy Editorial TeamMarch 16, 2021

This week on “Money Talks,” the hosts provide advice for an investor who wants to fund a Roth IRA for his young children.

Selling Your Business: Owner Readiness

Business Owner/Self Employed, VideoBy Editorial TeamMarch 16, 2021

In this “Money Talks Minute,” Certified Exit Planning Adviser K.C. Smith, CFP®, explains how as a small-business owner, your business has played a major role in your life. It’s where you have dedicated years of hard work, taken risks, overcome challenges and celebrated milestones. Despite your success, looking at your future without your business can be daunting.

Interview: Travis Suit, Founder, Piper’s Angels Foundation

InterviewBy Editorial TeamMarch 16, 2021

Exclusive interview with Travis Suit, the founder of Piper’s Angels Foundation and The Crossing for Cystic Fibrosis. They discuss how the pandemic affected the foundations flagship fundraiser and their plans for paddle boarding across the Gulf Stream this June. About Piper’s Angels Foundation Piper’s Angels Foundation supports and improves the lives of families with cystic…

March 2021: Stimulus, Interest Rates, and Growth vs. Value Stocks

Economy/Stock Market, VideoBy Editorial TeamMarch 15, 2021

For March 2021, our Research Analysts are keeping an eye on the recently passed stimulus, rising interest rates, and the turning tides from growth to value stocks. 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…

LTC Insurance vs. Hybrid Life Insurance: Comparison

Blog, InsuranceBy Editorial TeamMarch 12, 2021

An important part of any retirement strategy involves factoring in the potential expenses associated with long-term care. For many years, people have purchased long-term care insurance to help cover some of those costs. However, over the past decade, other insurance products have become available that combine life insurance with some type of accelerated and/or extended…

American Rescue Plan Act: Stimulus Payments Approved

American Rescue Plan Act: Stimulus Payments Approved

Blog, Coronavirus, TaxBy Editorial TeamMarch 11, 2021

As one of several government measures intended to help financially stressed citizens, a third, much-anticipated economic impact payment (EIP) was approved by Congress.

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