Dealing with Divorce
Managing Associate K.C. Smith CFP®, CEPA, provides some preliminary steps for navigating a divorce and discusses important dos and don’ts during this challenging period.
The Importance of a 401(k) Match
Justin Wagner, AIF®, Client Relationship Manager – Retirement Services explains how offering an 401(k) match to employees can bolster a company’s reputation and encourage employees to save for retirement.
November 2023 Market Minute
For November, our Research Analysts are watching for the small opportunities the market is providing, the demand for U.S. Treasury bonds, and the trend in jobless claims that might indicate the softening of the labor market.
Saving for College with a 529 Plan
Associate Clay Norman, CFP®, explores the benefits of 529 savings plans for parents looking to save for their child’s college education. These plans offer tax advantages, flexible contribution options, and various investment choices.
How to Apply for a Georgia Tax Credit
John Dickson, CPA, CVA, CFP®, explains how to request pre-approval for a Georgia Tax Credit on the Georgia Tax Center Website. Available credits include Qualified Law Enforcement Foundation credits, Foster Child Organization credits, Georgia Film Credits, and Qualified Education Expense Credit.
October 2023 Market Minute
For October, our Research Analysts are focusing on the surging bond yields that are threatening hopes for an economic soft landing, third quarter earnings, and the potential cooling of the labor market.
How 401(k) Contributions Affect Your Paycheck
Justin Wagner, AIF®, Client Relationship Manager – Retirement Services for Henssler Financial, illustrates how a pre-tax contribution to your 401(k) for your retirement will affect your take home paycheck.
September 2023 Market Minute
For September, our Research Analysts are watching the Federal Reserve try to navigate a soft landing for our economy rather than a recession, the inverted yield curve that is pointing toward a pending recession, and the seven stocks that are dominating the S&P 500 index’s returns.
Four Important Estate Planning Documents
Join Managing Associate Melanie Wells In this episode of Planning Priorities, where she discusses the importance of estate planning and the four estate planning documents that everyone should have.
Three Benefits of Dollar Cost Averaging
Associate Josh Weidie, CFP®, CWS® explains the three main benefits of dollar cost averaging and how you may be using this strategy and not even realize it.