Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Giuliana Barbagelata, CFP®, advise for an investor who will likely have to take over her aging parents’ finances. They discuss some basic steps as well as some other estate planning concerns.
SEPTEMBER 2023. KENNESAW, Ga.— Henssler Financial placed at No. 23 on Atlanta Business Chronicle’s list of Atlanta’s 25 Largest Financial Planning and Advisory Firms and at No. 23 on the list of Atlanta’s Top 25 Largest Money Managers.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when investors suddenly decide on a large purchase, your financial advisor is there to assess your current financial situation and your goals, then chart a course to help you achieve them.
A 2023 survey found 56% of Americans saying a four-year college degree isn’t worth the cost due to students graduating with significant debt and a lack of specific job skills vs. 42% who think college is worth it.
If your employer offers health insurance benefits, one of your options may be a high-deductible health plan (HDHP) with eligibility for a health savings account (HSA). These plans offer potential savings by encouraging you to make cost-effective choices in your medical spending.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to help a couple of investors who are making an impulsive decision to buy a vacation home without looking at how it may affect their long-term financial plan. The financial advisers discuss how they incorporate large purchases into cash flow projections when clients are making spontaneous decisions.
SEPTEMBER 2023, Kennesaw, Ga.— Henssler Financial ranks at No. 87 on CNBC’s Financial Adviser 100 list, published on Sept. 12, 2023. CNBC’s fifth annual ranking considers a variety of factors beyond assets under management and recognizes those advisory firms that help clients navigate through their financial life. Henssler has made the list since 2020.
Justin Wagner, AIF®, Client Relationship Manager – Retirement Services for Henssler Financial, illustrates how a pre-tax contribution to your 401(k) for your retirement will affect your take home paycheck.
As seen in the @mdjonline: Bil Lako, CFP®, explains how the difference between a retiree’s actual spending and maximum spending should allow them to weather economic changes.
When seniors reach the point where they can no longer care for themselves, challenges can begin to mount, and you’ll quickly learn if you have planned well or if there are gaps in your elder care plan.