Whether you are single, married, employed, or a stay-at-home mom, you probably need life insurance. The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased.
Dollar-cost averaging involves investing a fixed amount on a regular basis, regardless of share prices and market conditions.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Tax Manager Jessie Thomas, CPA, from Henssler CPAs & Advisers to provide some critical information about the upcoming tax season, as 2021 income tax returns are due April 18.
In this “Money Talks Minute,” Bil Lako, CFP®, offers young adults some help with New Year’s Resolutions to improve your financial situation this year.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, a trust is an entity that holds property and assets for the benefit of the named beneficiary and can also dictate how and when the beneficiary receives or spends the assets.
Need to know the contribution limits for the various retirement accounts? We have your answers. Download our 2022 Annual Limits Relating to Financial Planning quick reference sheet.
When a new stock enters the market, it is introduced as either an IPO or a direct listing. The path a company takes to the stock market generally depends on its business goals.
The more preparation time you put in to making your company a profitable venture will make the sale of your company easier and more successful. Good exit planning strategy is actually good business strategy.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Associate Logan Daniel, CFP®, CRPC®, to discuss the use and benefits of trusts in estate planning, and how they work with the client to determine the ultimate goal for passing on their wealth.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that while a divorce may have put a dent in your retirement savings, you can still repair the damage.