OCTOBER 2021, KENNESAW, Ga.— Henssler Financial ranks at No. 64 on CNBC’s 2021 Financial Adviser 100 list, published on Oct. 6, 2021. The list celebrates the advisory firms that play a major role in helping clients grow and protect their wealth. The CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Senior Financial Planner Josh Weidie, CWS® to discuss a common investor worry—the fear of retiring in a down market. They cover sequence risk and how the Henssler Ten Year Rule mitigates it.
For October 2021, the Henssler Research Analysts are closely watching how Congress works through the country’s debt ceiling issues, the high expectations for third quarter 2021 earnings season, and the sharp rise in natural gas prices that could begin to affect the United States.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how some life insurance policies are being sold to private-equity firms. This means policyholders should review their existing polices with a trusted agent.
While preferred provider organization health insurance is most common, high deductible health plans are gaining popularity. We explain how to compare the two.
Fall is the time when many high school seniors narrow their college lists and start applying to colleges. To help answer “how much does college cost?” you can use a net price calculator, which is available on every college website.
Opportunities for tax planning are available for all income levels but waiting too late in the year may not give you the time needed to take advantage of some of these strategies.
Research Analyst Jacob Keen, CFA, is joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, and Associate Michael Griffin, CFP® to discuss the trend in the life insurance marketplace where large insurers are selling existing policies to private-equity firms and asset managers. Jim highlights the concerns that policyholders may be exposed to riskier underlying investments.
There are always tips and tricks to learn about the applications we use every day. Here are 8 tips for expanding your use of QuickBooks Online.
Research shows that the pandemic’s impacts on women have been far-reaching and potentially long-lasting. Now that the U.S. economy is picking up steam, it may be more important than ever for women to re-examine their retirement planning strategies.