What’s New for 2025?
New year, new changes! We look at 5 key updates coming in the new year that could impact your finances. Stay informed and prepared for 2025!
Understanding the Role of Alternatives in Today’s Investment Landscape
Director of Research Nick Antonucci, CVA, CEPA, and Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, share insights about alternative investments and how they can work in a relatively conservative portfolio. They also elaborated on the pros and cons of holding alternative investments.
Retirement Literacy Gap: Why Planning Is More Important Than Ever
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, CEPA. The team shares their insights on the Retirement Income Literacy Quiz, focusing on areas where investors lack the most knowledge.
Retirement Planning: Managing Market Risks and Ensuring Financial Stability
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, to explore sequence risk and the long-term effects of retiring in a down market. Jarrett and K.C. unpacked how the Henssler Ten Year Rule nearly eliminates this risk.
Would You Be Prepared for an Unplanned Early Retirement?
Nearly half of retirees leave the workforce earlier than planned—many due to company changes or hardships like disability. Are you financially prepared for the unexpected?
Protected Income and Sustainable Retirement Spending
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss investors’ fears regarding income planning during retirement. They explain how Henssler Financial determines how retirees should tap their savings for spending purposes.
Close Out 2024 with These Key Financial Actions
Senior Associate Michael Griffin, CFP®, Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, CPA/ABV, join forces to discuss key financial and tax year-end moves that investors should consider to finish 2024 on the right foot.
Building a Legacy: Strategic Charitable Giving Options for Investors
Director of Investments Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP ®, and Associate Peter Lynch to advise a couple who want to create a legacy of philanthropy with their assets. They discuss donor-advised funds, family foundations, and giving with life insurance.
Can You Access Your Retirement Plan Money After a Disaster?
If you’ve been impacted by Hurricane Helene, Hurricane Milton, or any recent federally declared disaster, it may be easier than you think to access your retirement savings for recovery. Learn about penalty-free disaster recovery distributions and plan loans from retirement accounts.
Two Tax-Friendly Retirement Plans for the Self-Employed
As a business owner, planning for your retirement is entirely in your hands. Contributing to tax-deferred accounts like a Solo 401(k) or SEP IRA can help secure your future and reduce your taxable income.