What is Socially Responsible Investing?
Socially responsible investing may allow you to further both your own economic interests and a greater good, in whatever way you define that term. We explain in this Question of the Week.
Socially responsible investing may allow you to further both your own economic interests and a greater good, in whatever way you define that term. We explain in this Question of the Week.
The “Money Talks,” hosts discuss what expertise financial planners bring to the table other than planning for retirement. Many households have a combination of several moving parts that can benefit from financial coordination, including but not limited to the mortgaging of the house, saving for college, managing business assets, personal and business taxes, risk tolerances, debt, 401(k)s and other retirement accounts, and health insurance.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains that tax laws can always change, so you can’t assume a Stretch IRA will always be available. Your financial and estate planning need to be able to account for these changes. Read the article here Disclosures: The investments referenced within this article may currently be traded…
If you’re saving for any long-term goal, inflation can have an impact. We explain how inflation affects you in this Question of the Week.
Henssler Financial’s Director of Insurance Planning, Jim Crone, CFS®, CLU®, discusses identifying the real financial risk of needing long-term care in the future.
The “Money Talks” hosts take a closer look at the SECURE Act that is making its way through Congress, and what it may mean for the beneficiaries of your IRAs.
Henssler Associate Melanie Wells, CFP®, explains how we implement the Ten Year Rule, creating a customized financial plan for each client.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains some of your options if you have no adult children or close relatives to help care for you in your senior years.
There are tax credits available to help parents pay for child care, but there’s a catch! We explain in this Question of the Week.
Henssler Research Analyst Nick Antonucci, CVA, CEPA, explores the choices retiring small-business owners will have to face when it comes time to exit their business.