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Author Archives: Editorial Team

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How Will the SECURE Act Affect Me or My Small Business?

Blog, Business Owner/Self Employed, Estate, RetirementBy Editorial TeamJanuary 9, 2020

The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. How will it affect you?

Planning Priorities: Making New Year’s Financial Resolutions Stick

Family Finances, New Year/End of Year, Personal Finance, VideoBy Editorial TeamJanuary 7, 2020

Managing Associate K.C. Smith, CFP®, CEPA, provides some tips on how to make New Year’s Financial Resolutions that you’ll be able to keep.

Missed Your 2019 RMD? Here’s What to Do

Case Study, Featured, Personal Finance, Retirement, TaxBy Editorial TeamJanuary 7, 2020

The “Money Talks” experts discuss what you should do if you’ve missed your required minimum distribution for 2019 and how the SECURE Act changes RMDs going forward.

Hindsight Is 2020: What Will You Do Differently This Year?

Blog, New Year/End of YearBy Editorial TeamJanuary 6, 2020

People make financial decisions all the time, and sometimes these decisions don’t pan out as intended. Hindsight is 20/20, of course. Looking back, would you change anything?

In the News: Market expectations for 2020

Economy/Stock Market, Featured, In The NewsBy Editorial TeamJanuary 3, 2020

In today’s Marietta Daily Journal, Bil Lako, CFP®, provides Henssler Financial’s market outlook and stock market predictions for 2020.

Properly Insuring Your Business

Blog, Business Owner/Self Employed, InsuranceBy Editorial TeamJanuary 3, 2020

No matter how big or small your business, you must plan for accidents and other risks if you want your business to thrive. We explain how insurance can help.

Could you survive a no-spend month?

Blog, Family Finances, Personal FinanceBy Editorial TeamJanuary 2, 2020

Would you take on a 30-day challenge to spend money only on necessities such as rent, utilities, and groceries? During a no-spend month, many common activities—including dining out, buying movie or concert tickets, and shopping for clothes—are avoided at all costs.

Investment Whys: Expectations for 2020

Economy/Stock Market, FeaturedBy Editorial TeamDecember 30, 2019

We review how 2019 shaped up and share what our Analysts and Planners expect for the market and economy in 2020.

FIRE: Four Things You Need to Know About This Hot Retirement Movement

Blog, Retirement, TaxBy Editorial TeamDecember 30, 2019

Curious about this hot retirement trend? While it can lead to an early retirement, it does require careful planning, savvy saving and investing habits, and potentially big sacrifices.

In the News: Investing in an overvalued market

Featured, In The News, Investment SelectionBy Editorial TeamDecember 27, 2019

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how investors can make the decision to buy when so many stocks look overvalued.

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