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Monthly Archives: October 2022

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In the News: How much should you rely on social security for your retirement?

Featured, In The NewsBy Editorial TeamOctober 28, 2022

As seen in the Marietta Daily Journal, Bil Lako, CFP®, that if you’re uncomfortable with your level of dependency on Social Security that may or may not be there when you retire, that’s an indication to make a change, in how much you save today or to your retirement lifestyle.

Renters Insurance

Blog, Insurance, Starting OutBy Henssler FinancialOctober 27, 2022

Renters insurance is important coverage once you move out on your own because, if your apartment burns down, your landlord’s insurance only covers the structure, not your stuff!

What Is an Offer in Compromise?

Blog, TaxBy Editorial TeamOctober 26, 2022

Long-term debt can be debilitating–especially when the money is owed to the government. Because bankruptcy will not discharge tax debts, one of your few options available for settling tax debt is an IRS program called an Offer in Compromise, or OIC.

How Much Should You Rely on Social Security for Your Retirement?

Case Study, Featured, Nearing Retirement, RetirementBy Editorial TeamOctober 25, 2022

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates D.J. Barker, CWS® and K.C. Smith, CFP®, CEPA, to guide a couple of investors with differing opinions on how much they should rely on Social Security in their financial plan.

Our Three Cents — Dot your I’s and Cross Your T’s

Business Exit Planning, Business Owner/Self EmployedBy Editorial TeamOctober 22, 2022

Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial are joined by Kenny Hall, an attorney and partner at Moore Ingram Johnson & Steele, LLP. Kenny is an expert in tax litigation, mergers and acquisitions, and capital raises and restructuring.

In the News: Laddering your bond portfolio to protect your 10-year money

Featured, In The NewsBy Editorial TeamOctober 21, 2022

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that with money you’re earmarking for your retirement spending needs, the goal is protection from the volatility of the stock market—not to maximize return.

Small Businesses Are Short-Staffed and Overwhelmed

Blog, Business Owner/Self Employed, Economy/Stock MarketBy Editorial TeamOctober 20, 2022

In August 2022, 49% of small businesses reported having job openings they could not fill. What’s a small business to do? We explore three options.

Personal Finance Tips from Warren Buffett

Blog, Personal FinanceBy Editorial TeamOctober 19, 2022

There are a lot of seasoned investors out there who have made a lot of money on things like the stock market over the years. There’s a lot to be learned from Warren Buffett that you can put to good use moving forward.

October 2022 Market Minute

Economy/Stock Market, VideoBy Editorial TeamOctober 18, 2022

For October, the Henssler Financial Research Analysts are watching what companies are reporting this earnings season; any speculation that the Fed may change their plan of aggressive interest rate hikes, and the volatility in oil prices.

Laddering Your Bond Portfolio to Protect Your 10-Year Money

Case Study, Featured, Investment Selection, Personal FinanceBy Editorial TeamOctober 18, 2022

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Clay Norman, CFP®, who come together to address a couple’s concerns about moving money into fixed-income investments. They explain fixed income’s role in a portfolio and laddering bonds.

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