The Health-Wealth Connection
There is a clear connection between health and wealth; therefore, you need to develop plans to manage both. Learn more in this week’s Insurance Tip.
Working in Retirement: What You Need to Know
Before you get a part-time job to supplement your income during your retirement years, there are points to consider. Read all about it in this week’s Financial Tip.
Unwinding Quantitative Easing for the Average Investor
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how the Fed will reduce their balance sheet and the effect on the economy.
How An Accounting Pro Can Help Your Small Business Boom
An accounting professional who can leverage their years of experience to your company’s advantage is a good idea. Learn more in this week’s Business Tip.
Long-Term Care Partnership Policies
Many states have begun to allow private insurers to sell state-approved long-term care Partnership policies. We explain what they are in this week’s Insurance Tip.
Future of the Federal Estate Tax
If tax reform occurs, it may very well include repeal of the federal estate tax and more. Read all about it in this week’s Tax Tip.
Interest Rates Rise on Federal Student Loans for 2017/2018
New federal student loans disbursed on or after 7/1/2017, and before 7/1/2018 will carry a higher interest rate. Learn more in this week’s Financial Tip.
Age-Weighted Profit-Sharing Plan
Age-weighted profit-sharing plans allocate contributions based on age, salary and projected benefits at retirement age. Learn more in this week’s Business Tip.
In the News: Mid-Year Reviews Allow Investors to Get Back on Track
In today’s Marietta Daily Journal, Bil Lako, CFP® says with current market conditions, now is a great time to rebalance your investments.
What to Do When You Outgrow Your Technology
Henssler Financial’s sophisticated technology needs were highlighted in an article on independent financial firms.