Applying the Ten Year Rule to Your 401(k) Assets
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to apply the Henssler Ten Year Rule to your retirement assets if you have a majority or all of your money invested in your 401(k) plan.
What are the Hope credit and the Lifetime Learning credit?
Are you going to start paying higher education costs? You might qualify for a tax credit. Find out in this week’s Tax Tip.
Rules on Opening a 529 Plan Account for College
If you have a child or grandchild, you may want to consider opening a 529 Plan for future education costs. We explain the rules in this week’s Financial Tip.
Case Study: Applying the Ten Year Rule to Your 401(k) Assets
The “Money Talks” experts delve into a situation common to many investors—having all their assets in a company-sponsored retirement plan. They discuss how investors in this situation can apply the Ten-Year Rule to their 401(k) assets when trying to plan for liquidity.
Living to 100 Means Adjusting Your Plan
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses how some investors believe they’ll live well into their 100s. That longevity can fundamentally change your financial plan.
Advantages and Disadvantages of Self-Employment
Does your morning commute and cubicle have you contemplating self-employment? We list out some pros and cons of being your own boss in this week’s Business Tip.
I’m having trouble paying my student loans. What should I do?
According to Student Loan Hero, Americans owe more than $1.56 trillion in student loan debt. If you’re having trouble paying your student loans, we explain what to do in this Question of the Week.
How Does Your Employer’s Retirement Plan Compare?
How does your plan compare to the most recent survey results from the Plan Sponsor Council of America? Find out in this week’s Financial Tip.
Planning Priorities: Dealing with Aging Parents
On this episode of Planning Priorities, Henssler Associate Michael Griffin, CFP®, explains the information you should start gathering with your aging parents. While it may be a heavy task, it’s important to know this information in case you find yourself making critical decisions on their behalf in a moment of crisis.
Case Study: Living to 100 Means Adjusting Your Plan
This week on “Money Talks,” your hosts delve take a closer look at how an investor’s desire to be a centenarian affects their financial plan.