Market Minute July 2023
For July, our Research Analysts are keeping an eye on how the credit crunch is affecting companies, the conflicting reports in manufacturing, and Consumer Sentiment as reinstated student loan payments are on the horizon.
Securing Your Legacy: Understanding Beneficiary Designations for 401(k)s and IRAs
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Client Relationship Manager Justin Wagner, AIF®, and estate planning attorney Arun Gupta to discuss an investor who has named his children as beneficiaries of his 401(k); however, the investor just married, which could change the distribution of his 401(k) should something happen to him.
In the News: The critical consideration of health insurance for non-working spouses in retirement
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains the importance of understanding your health care insurance coverage when heading into retirement.
Three Phases of Business Continuation Planning
As a business owner, have you done everything you can to secure the future of your business? In this Small Business Minute, Nick Antonucci, CVA, CEPA, explains the initial steps to help ensure the survival of the business when you’re no longer in charge.
The Critical Consideration of Health Insurance for Non-Working Spouses in Retirement
Managing Associate D.J. Barker, CWS®, Associate Peter Lynch, and Chief Investment Officer Troy Harmon, CFA, CVA, discuss Medicare coverage for a stay-at-home spouse who may not have enough work credits to qualify for premium-free Medicare Part A.
In the News: Key estate planning considerations for unmarried couples
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that if remaining unmarried partners is a simpler alternative to marriage, it is crucial to work out the intricacies of your estate plan with your advisers.
Transformative Tech: Will AI Upend the American Workforce?
In the race to monetize AI, it’s crucial to explore how widespread adoption of AI-enabled technologies could shape the future of workers and businesses.
6 Common Tax Mistakes That Can Land You in Trouble with the IRS
Some common tax mistakes are more than just a “small problem.” They could actually land you in trouble with the IRS if you’re not careful.
Our Three Cents — Don’t Sell Yourself Short
Back after a brief hiatus, Our Three Cents is back as Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial are joined by Tax Partner John Dickson, CPA, CFP®, CVA, of Henssler CPAs & Advisers to discuss business owners who are trying to minimize taxes by running as many expenses as possible through their business.
Key Estate Planning Considerations for Unmarried Couples
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, to discuss some of the important considerations unmarried couples need to consider when estate planning. The process starts with financial planning, including how assets are titled, beneficiary designations, and determining if assets should be placed in a trust.