Insurance transfers the financial risk to an insurance company. In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, talk with Director of Insurance Planning, Jim Crone, CFS®, CLU®, about using insurance in your business to transfer the risk…
Your credit score is like your permanent record. While it can change over time, having a good credit score is important because most lenders use credit scores to evaluate the creditworthiness of a potential borrower.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Financial Planner Adam Stadalius, CFP® to discuss early retirement offers, and some of the benefits to look for in the severance package offered.
The SECURE Act of 2019 raised the minimum RMD age to 72 from 70½ beginning in 2020. And new life expectancy tables will take effect in 2022. Learn more about these updates to RMDs.
Our tax system is set up to “pay-as-you-earn,” but there are situations where taxpayers can get into trouble and face underpayment penalties. We explain how to avoid these situations in this week’s Tax Tip.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Client Relationship Manager for Retirement Services Justin Wagner, AIF®, to discuss 401(k) participants’ interest in a lifetime income feature to their plans. They talk about what that might look like, the fiduciary concerns, and if it is even a good option for the investors.
For November 2021, the Henssler Research Analysts are closely watching how much investors have allocated to equities as we’ve reached a high not seen since 2000; how the infrastructure bills will affect the related industries, and how the Federal Reserve is going to tame inflation that seems be less transitory as initially thought.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how a financial adviser should be taking the time before investors retire to discuss the spending stage of retirement.
It’s easy to go out to lunch with a client and forget to save the receipt, which means your books won’t be accurate. QuickBooks Online provides two ways to enter expenses: record on the site itself, or you can snap a photo with your phone using the QuickBooks Online mobile app.
It can be difficult to understand the basic lingo and acronyms used by tax professionals; however, to grasp what they are saying you need to be familiar with the basic terminologies used in taxation.