K.C. Smith, CFP®, CEPA, explores the impact of the SECURE ACT, and give you some strategies for minimizing the consequences of this Act on your retirement savings. In this video he discusses at how the SECURE Act affects non-spouse beneficiaries of retirement accounts. This article is for demonstrative and academic purposes and is meant to…
In this episode of Planning Priorities, Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, provides some tips and tricks to staying on track to reach your retirement goal.
Managing Associate K.C. Smith, CFP®, CEPA, provides some tips on how to make New Year’s Financial Resolutions that you’ll be able to keep.
In this episode of Planning Priorities, Associate Peter Lynch warns about the financial missteps of parenthood and how you can avoid them with a little planning. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this…
Senior Associate Jarrett McKenzie, CFP®, CWS®, highlights some of the important year-end financial planning items that should be addressed before the chaos of the holidays begin.
In this episode of Planning Priorities, Justin Wagner, AIF®, Client Relationship Manager Retirement Services, explores the math behind the decision to either pay down debt or save for retirement.
Senior Consultant Retirement Services Scott Brown, CFS®, answers the frequently asked question, “Should I roll over my old 401(k) into my current plan, leave it, or roll it to an IRA?” This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy.…
Henssler Financial’s Director of Insurance Planning, Jim Crone, CFS®, CLU®, discusses identifying the real financial risk of needing long-term care in the future.
Henssler Associate Logan Daniel, CFP®, CRPC®, discusses choosing between a Traditional IRA and a Roth IRA for your retirement savings.
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.