Protecting Yourself Financially from A Long-Term Care Event
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.
Will Tax Law Changes Affect Your IRA Beneficiaries?
We 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.
Meet the Experts: Melanie Wells, CFP®
Henssler Associate Melanie Wells, CFP®, explains how we implement the Ten Year Rule, creating a customized financial plan for each client.
In the News: “Elder Orphans” Doesn’t Mean Dying Alone
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.
How Can I Get a Tax Break for Child Care?
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.
Business Exit Planning
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.
“Elder Orphans” Doesn’t Mean Dying Alone
We discuss the trend of “elder orphans,” seniors who have no close relatives or children to care for them in their final years.
Jul 2019 Market Minute: Interest Rates, Earnings Season, Trade with China
For July, we’re keeping our focus on three main areas: The Fed and their stance on interest rates, earnings season, and trade with China. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may…
In the news: Key Employees are also the Key to a Successful Ownership Transition
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares both why and how you can keep key employees during an ownership transition of your business.
Is It Safe?
So, how does one determine if a link or file is safe? You can ask yourself if you know who sent it to you and if you were expecting it. Or you can take the time to use some online tools to scan the link or file.