Converting Holdings in an Index Fund to an Index ETF
Portfolio Director Ted Parrish, CFA, offers a listener advice on moving funds from an Index Fund to an Index ETF to save on ongoing expenses.
Income Portfolios
At Henssler Financial, we have established our Henssler Model Portfolio, which is a mix of our recommended high quality, individual common stocks. Our Model generally yields between 1.5% and 2% in terms of dividends. Over the years, we have also created a couple of income portfolios, one that has a higher current yield with slower…
Some Tips of Traveling Abroad and Staying Within Your Budget
A tight economy is no reason to postpone your travel plans until better times. While our econonomy is beginning to recover, bookings are still soft for airlines and hotels, so you may be able to benefit from discounting. For more information on how to stretch your dollar especially when traveling abroad, read this Financial Strategy.
Qualified Long-Term Care Insurance—An Available Option for Employer-Provided Health Plans
Those who are self-employed, partners in a partnership or LLC and 2% or more shareholders in an S corporation can likely add a tax deductible long-term care insurance policies to their health insurance benefits program. For more information on the IRS’ requirements for the policy to be qualified for favorable tax treatment, read this C.P.A. Insight.
Why is the Market Down?
Dr. Gene, Bil and Ted discuss why the market is down and what the the most recent employment numbers mean to our economy.
The Nasty, and How to Invest Through It
The "Money Talks" hosts discuss the BP Oil Spill disaster, our firm’s outlook on regulating the rating agencies and the European economic crisis and how investors should continue to invest through such bad news.
Investing for the Long-Term
Let’s create a visual here. Picture an editorial cartoon of a Prius driving down the road. In that Prius are two graduates hanging out the windows drinking from what looks like vodka bottles, but instead of vodka, the bottle says “Power.” There is also a sign under the window of these graduates that says “Young…
Our Thoughts on Gold, Again
Dr. Gene, Ted and Bil discuss a recent Wall Street Journal article on gold, reiterating why it is not a good investment.
Financial Considerations for becoming a Stay-at-Home Mom
The "Money Talks" hosts address a listener’s question about financial concerns for being a stay-at-home mom.
Health Care Coverage in Retirement
If you are approaching retirement, before you plan your party, you need to consider how you will pay for health care coverage once you are no longer employed. Many retirees significantly underestimate how much they need to pay for medical expenses. For a close look at the questions you need to find answers to and items to discuss with your financial planner about health care in retirement, read this Insurance Know-How.