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Yearly Archives: 2023

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  2. 2023

Tax Benefits for Grandchildren

Blog, TaxBy Henssler FinancialMarch 8, 2023

As a grandparent, you can teach your grandchildren financial responsibility while securing their financial future. We provide some tips so you can avoid any harsh tax consequences.

Three Ways the SECURE Acts Significantly Changed Required Minimum Distributions

Case Study, Featured, RetirementBy Editorial TeamMarch 7, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Michael Griffin, CFP®, to address the three significant ways the SECURE Acts have affected required minimum distributions.

The Sandwich Generation

Family Finances, Personal Finance, VideoBy Editorial TeamMarch 6, 2023

If you find yourself torn between providing care for your parents and raising your own children, you are considered part of the Sandwich Generation. We provide some tips for those stuck in the middle.

In the News: Retirement savings should not be left on autopilot

Featured, In The NewsBy Editorial TeamMarch 3, 2023

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that even if you were auto enrolled in your 401(k), It is still your responsibility to increase your contributions, select appropriate and diversified investments, and take advantage of Roth options if available.

How to Receive Payments in QuickBooks Online

Blog, Business Owner/Self Employed, Quickbooks TipsBy Henssler FinancialMarch 2, 2023

Getting paid is much more enjoyable than paying your bills. Here are three ways to process incoming money from customers using QuickBooks Online!

Could Your Living Situation Change as You Grow Older?

Aging/Caring for Aging Parents, Blog, Insurance, Your HomeBy Editorial TeamMarch 1, 2023

Planning for the consequences of aging in general, and long-term care in particular, will depend on your preferences and circumstances. We look at some of your living options when you need care.

Retirement Savings Should Not be Left on Autopilot

Case Study, Featured, Investment Selection, Retirement, Starting OutBy Editorial TeamFebruary 28, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, and Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, deal with an investor who set his 401(k) and forgot about it for 13 years!

In the News: Financial moves to minimize taxes; you need to consider all aspects

Featured, In The NewsBy Editorial TeamFebruary 24, 2023

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how a couple should consider a Roth conversion on a year-to-year basis as there are many moving parts to this financial move.

Health Insurance Made Simple

Blog, Insurance, Starting OutBy Editorial TeamFebruary 23, 2023

The cost of medical care is soaring higher every year, and it’s becoming increasingly difficult (and in some cases, impossible) to pay medical costs out of pocket. Whether you already have health insurance or want to get it, here’s some basic information to help you understand it.

Will the Recently Passed Pension Legislation Affect You?

Blog, Retirement, TaxBy Editorial TeamFebruary 22, 2023

The Consolidated Appropriations Act, 2023, included the SECURE 2.0 Act that can significantly impact and augment your retirement planning strategies. Some provisions apply to individuals while others benefit businesses. We look at the most significant provisions.

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