Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Peter Lynch discuss strategies for a couple who want to make significant strides in saving for their future but don’t know if they should be looking at everything as a whole instead of separate accounts with their own objective.
Bil Lako, CFP®, explains that if you’re not supplementing your retirement withdrawals with your Social Security benefits, that means you will need to have a larger portion of your portfolio in a conservative investment to cover your spending needs.
President Biden’s proposed tax agenda for 2025 aims to increase taxes on the wealthy, including raising the capital gains tax rate for those earning over $1 million to 39.6%. The plan also includes a 5% Medicare tax for earnings above $400,000 and a 25% minimum tax rate on income of families worth $100 million or more.
Secure the future of your business with effective succession planning. From identifying successors to strategic planning, learn how to ensure your enterprise thrives even after you’ve stepped away.
In April, our Research Analysts are paying attention to first-quarter earnings, The Fed’s actions on inflations, and the Fab 4 stocks responsible for half of the S&P’s first-quarter advance.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, to explain Henssler Financial’s unique strategy for deciding when to begin Social Security benefits. Deciding when to draw your Social Security benefits should not be made in the vacuum of which option provides the greater cumulative benefit.
As seen in the Marietta Daily Journal: Bil Lako, CFP® highlights some of the easiest assets to pass on to your heirs—especially those that pass by beneficiary designation.
Millennials, are you navigating your financial journey? Understanding key tax and personal finance topics like the time value of money, tax-deferred savings, student loan forgiveness, 529 plans, and HSAs is crucial secure your financial future.
Increases in labor productivity are typically driven by improved tools and technology, more efficient processes and organizations, and increased worker experience, education, and training; however, can it sustain the U.S. economy?
Many of us have retirement or investment accounts, bank accounts, and insurance policies. These assets are highly desirable inheritances for your heirs because they are easy to value.