“Henssler Money Talks” hosts Nick Antonucci, CVA, CEPA, K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, consider how artificial intelligence is transforming industries—and if the electric utility sector is next. As data centers power the future, utilities may see rising demand and revenue. Would investing in utilities be a strategic move or just market timing in disguise?
As seen in the Marietta Daily Journal: Bil Lako, CFP®, whether you want hands-off portfolio management or a comprehensive plan for your retirement lifestyle, guidance from a financial adviser is essential. Let’s take the guesswork out of your golden years.
Worried about outliving your retirement savings? A Qualified Longevity Annuity Contract (QLAC) could provide income later in life—when you may need it most. Learn how new rules may make this strategy more appealing for high-income earners.
Scrolling for financial tips? Be careful—what sounds like savvy advice on TikTok could leave you owing thousands to the IRS. Before you follow that “tax hack” or investment shortcut, read this. We break down why social media isn’t the place for serious financial advice—and what to look for instead.
We explore what it really means to work with a financial adviser in retirement, going beyond investments to examine every aspect of your financial life. From rolling over your 401(k) to building a personalized plan that aligns with your goals and risk capacity, it’s a deep dive that compares to a financial root canal—but one that can set you up for long-term confidence and clarity.
As of May 5, 2025, borrowers with defaulted federal student loans will be referred to a federal debt collection service and may eventually be subject to wage garnishment.
You did it—you saved, you planned, and now retirement is here (or close!). But did anyone warn you about the tax storm waiting on the other side? From RMDs to Medicare premiums, retirement could be your highest-taxed phase yet. Don’t let surprise taxes derail your golden years.
We’re breaking down the price-to-earnings ratio—one of the most popular ways investors try to gauge if a stock is a good buy. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, as they explain that P/E isn’t a silver bullet; interest rates, earnings growth, and market dynamics all play a big role in what that number really means.
As seen in the Marietta Daily Journal: Bil Lako, CFP® explains that many parents still support their adult children—often without realizing how much it adds up. But when that support impacts your retirement savings, it’s time to reassess.
Tired of feeling like an ATM for your business? It’s time to flip the script. Adopting a Profit First mindset helps you protect your personal finances while growing a thriving, sustainable business. Learn how to stop funding a money pit and start building lasting profit.