No matter how you leave your job, you’ll be entitled to your vested 401(k) balance. What you do next with your money has different tax consequences. We explain in this week’s Financial Tip.
Henssler Financial Principal, Bil Lako, CFP®, explains the firm’s comprehensive financial planning strategy, The Ten Year Rule. Henssler recognizes that every client has different liquidity needs, goals and attitudes toward risk, and our Ten Year Rule allows us to treat each and every client on an individual basis. hensslervideo_personal_finance
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss portfolio selection, keeping a long-term view of your investments, and sticking with your investment strategy, especially during market volatility.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that during volatile market movements, you don’t have to change your portfolio, but you do have an opportunity to use volatility to your advantage. Read the Article
Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss how the current volatility in the market presents planning opportunities for investors who follow the Ten Year Rule.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why a stock market decline isn’t necessarily a bad thing. Read the Article
Credit cards out of control? If you’re not paying them off every month, we have some tips to help you pay off that balance in our Question of the Week.