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Author Archives: Editorial Team

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New SAVE Repayment Plan Offers Key Benefits

Blog, Education Planning, Personal FinanceBy Editorial TeamMay 2, 2024

The Department of Education’s new SAVE Plan is revolutionizing federal student loan repayment! Enjoy lower payments, full interest subsidies, and more with this generous income-driven plan.

How Overstaffing Can Impact Your Small Business

Blog, Business Owner/Self EmployedBy Editorial TeamMay 1, 2024

Overstaffing can sneak up on small businesses, leading to inefficiencies and extra costs. Learn how to identify, tackle, and prevent this common issue while keeping your team engaged and productive.

Social Security: When Should You Claim Retirement Benefits?

Retirement, VideoBy Editorial TeamApril 30, 2024

The age you decide to take Social Security benefits affects how much you’ll receive over time. However, that shouldn’t be the deciding factor for when to start benefits. In this episode of Planning Priorities, K.C. Smith, CFP®, CEPA, covers Henssler Financial’s strategy when it comes to incorporating Social Security benefits in your financial plan.

Interest Rates Stand Still: A Look at the Factors Holding Back Cuts in 2024

Case Study, Economy/Stock Market, FeaturedBy Editorial TeamApril 30, 2024

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, and fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, take a deeper dive into the trends seen in the stock market, economy, and the possibility of stagflation.

In the News: Hidden Heroes of Tax Season: How A Financial Adviser Can Help

Featured, In The NewsBy Editorial TeamApril 26, 2024

As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how financial advisers can be your ultimate ally in navigating taxes and maximizing returns.

What to Know About T Plus 1 Trade Settlement

Blog, Economy/Stock Market, Investment SelectionBy Editorial TeamApril 25, 2024

Settlement cycles on U.S. stocks and other securities will shift from two business days to one. Securities affected include stocks, bonds, exchange-traded funds, certain mutual funds, real estate investment trusts, and MLPs traded on U.S. exchanges.

Freshen Your Finances: 10 QuickBooks Spring Cleaning Tips

Blog, Business Owner/Self Employed, Quickbooks Tips, TaxBy Editorial TeamApril 24, 2024

Spring is here, and it’s not just your home that needs cleaning! Your financial records in QuickBooks could use some tidying too. Check out these tips to freshen up your finances for the new season.

Hidden Heroes of Tax Season: How A Financial Adviser Can Help

Case Study, Featured, Personal Finance, Retirement, TaxBy Editorial TeamApril 23, 2024

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP®, to highlight some of the financial questions and moves investors often have after tax season.

In the News: From ‘I do’ to ‘we will’: How marriage impacts your finances

Featured, In The NewsBy Editorial TeamApril 19, 2024

As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, details how marriage changes more than just your relationship status. From shared expenses to retirement planning, learn how to navigate the financial impact of marriage in his latest article.

Navigating Economic Storms: 10 Strategies for Business Survival and Success

Blog, Business Owner/Self Employed, Economy/Stock MarketBy Editorial TeamApril 18, 2024

Amid the challenges of high interest rates, mounting consumer debt, and fears of a recession lies an opportunity for businesses to not only survive but thrive. We provide 10 actionable tips for success.

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