What to do With Your Old 401(k)
Bil Lako, CFP®, explains the options investors have with their 401(k) when they leave their employer.
Bil Lako, CFP®, explains the options investors have with their 401(k) when they leave their employer.
In this episode of “Our Three Cents – Exit Planning Strategies” podcast,, we discuss the importance of assembling a team of experts to help you in your business transition. To achieve maximum value from selling a business you will need help to organize your sale offering, prepare financial and other documents that buyers require, and complete the legal papers that protect you, your business, and your buyer.
For October 2021, the Henssler Research Analysts are closely watching how Congress works through the country’s debt ceiling issues, the high expectations for third quarter 2021 earnings season, and the sharp rise in natural gas prices that could begin to affect the United States.
In this “Money Talks Minute,” K.C. Smith, CFP®, CEPA, provides a list of experts that you may need to consult when selling your business.
Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the difference between debt and equity when it comes to raising money for your small business.
For September, the Henssler Research Analysts are watching how the semiconductor shortage is affecting the auto industry, lowered GDP estimates for the third quarter, and the high market valuations.
In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the five reasons that business owners should have a buy/sell agreement in place: death, disability, divorce, distress, and disagreement. A buy-sell agreement puts down on paper who specifically can own shares of the business and how to value those shares. It is a formal agreement between shareholders of a closely held business that specifies the terms and prices of a buyout when one or more shareholders want or need to sell.
For the month of August, our Research analysts are keeping an eye on employees rejoining the workforce now that unemployment benefits are waning. They’re also keeping an eye on what seems to be the cooling off for the housing market and shipping from China, which is still struggling with COVID outbreaks.
In our latest episode of Planning Priorities, Managing Associate K.C. Smith, CFP®, CEPA, explains how rising prices can affect those living on a fixed income in retirement and what it means for those who are seeking to retires in the next few years.
For July 2021, the Henssler Research Analysts are watching what is happening with regulation in China, the U.S. consumer’s inflation expectations, and Treasury yields.