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Author Archives: Editorial Team

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Our Three Cents — Is It Too Late?

Business Exit Planning, Business Owner/Self EmployedBy Editorial TeamJuly 9, 2022

The Our Three Cents hosts Troy, Nick, and K.C. of Henssler Financial answer the question if it is too late to sell your business this year now that interest rates are increasing and the market has taken a roughly 18% tumble.

401(k) Investing: Participation is Step One; Allocation is Step Two

Case Study, Featured, Investment Selection, RetirementBy Editorial TeamJuly 8, 2022

While the Department of Labor and employers have made participating in your company’s 401(k) plan, as an investor, you’re still left with the daunting task of asset allocation.

Sold or Thinking of Selling Your Home?

Blog, Tax, Your HomeBy Editorial TeamJuly 7, 2022

If you sold your home this year or are thinking about selling it, there are many tax-related issues that could apply to that sale. We cover some important points to consider in this week’s Tax Tip.

In the News: Mid-year: evaluate where you are, but don’t lose sight of the future

Featured, In The NewsBy Editorial TeamJuly 1, 2022

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how mid-year is a good time to evaluate where you are and look for moves that may make sense for your situation; however, keep the current market conditions in mind and don’t lose sight of your overarching plan.

Small Businesses Can Benefit from the Work Opportunity Tax Credit

Blog, Business Owner/Self Employed, TaxBy Editorial TeamJune 30, 2022

Small-business owners: If you’re looking to hire, consider looking at your state workforce agency, 10 targeted groups, for your next employee. You may be eligible for the Work Opportunity Tax Credit (WOTC), up to $2,500.

Diversifying Your Portfolio with International Flair

Blog, Economy/Stock Market, Investment SelectionBy Editorial TeamJune 29, 2022

Investing internationally provides access to growth opportunities outside the United States, which may boost returns and/or enhance diversification in your portfolio.

Mid-Year: Evaluate Where You Are, but Don’t Lose Sight of the Future

Case Study, Featured, Investment Selection, Nearing Retirement, New Year/End of Year, Personal Finance, RetirementBy Editorial TeamJune 28, 2022

Managing Associate K.C. Smith, CFP®, CEPA, leads Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Financial Planner Josh Weidie, CWS®, on a discussion of what investors can do mid-year to reassess their financial situation.

In the News: The Future is Still Bright, Despite Volatility

Featured, In The NewsBy Editorial TeamJune 24, 2022

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how creating a plan, following the Ten Year Rule, and then making only tactical allocation decisions throughout the years allows the investor to remove the emotion out of buy and sell decisions.

Life Insurance Living Benefits

Blog, InsuranceBy Editorial TeamJune 22, 2022

Life insurance policies may include provisions that allow you to access some or all of the death benefit while you are living, which may benefit your family if you have a terminal, chronic or critical illness.

History May Seem Rosy, but Future is Still Bright, Despite Volatility

Case Study, Economy/Stock Market, Featured, Investment SelectionBy Editorial TeamJune 21, 2022

Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate D.J. Barker, CWS®, and a Financial Planner team up to discuss what investors should and shouldn’t do in volatile markets like we are currently seeing.

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