Charitable Giving
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Associate Michael Griffin, CFP®, to discuss charitable giving.
In the News: Taking Social Security Benefits and Preserving More of Your Portfolio
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how delaying Social Security benefits often isn’t the best strategy if you are withdrawing from your retirement accounts to cover spending.
Meet the Experts: Stacy Haubenschild
Stacy Haubenschild, Chief Operating Officer at Henssler Financial, explains what it means to “Invest in Others,” and how we carry out this vision in three key channels.
Not Using QuickBooks Online? What You’re Missing Out On
How long would it take you to determine: What your total expenses for this quarter are? Whether or not your business is profitable as of today? How much you’ve sold every month this year? Which invoices are overdue? If you’re using QuickBooks Online, you can get answers to all those questions—and more—in the time it…
How can I safely shop online this holiday season?
Shopping online is especially popular during the holiday season, when many people prefer to avoid the crowds and purchase gifts with a few clicks of a mouse. However, with this convenience comes the danger of having your personal and financial information stolen by computer hackers. Before you click, you might consider the following tips for…
Hardship Exemption Rules for Not Having Health Insurance Eased
The Affordable Care Act (Obamacare) included a “shared responsibility payment,” which in reality is a penalty for not having health insurance. Along with this penalty came a whole slew of exemptions from the penalty, including some that were designated as “hardship” exemptions. However, the hardship relief from the penalty required pre-approval from the government health…
The Tech Sector Could Be Dominating Your Portfolio
The biggest names in technology powered stock market gains and bouts of volatility in 2017, and the trend continued into 2018. The S&P Information Technology sector index posted a 13.19% total return from January through July 2018, compared with 6.47% for the broader S&P 500 index.1 Wall Street analysts and the business media often refer…
Taking Social Security Benefits and Preserving More of Your Portfolio
Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a case study on a couple who delay Social Security but are taking required minimum distributions from their IRA.
Market Roundup: Sharp Decline for Week as Indices Near Correction Territory
Indices ended trading with mixed moves on Monday. The Dow Jones Industrial Average and the S&P 500 Index both shed points, led lower by Financials, Healthcare, and homebuilder stocks. Technology sector stocks led advancers on the NASDAQ Composite…
In the News: How Much to Save to a 401(k)
We explain that while getting the employer match is important, that should really be the bare minimum you save.