Question of the Week: Can I Refinance my Student Loans?
Henssler Associate Michael Griffin, CFP®, answers our “Money Talks” question of the week, “Can I refinance my student loans?”
Meet the Experts: Peter Lynch
Henssler Associate Peter Lynch explains why we feel an investor’s allocation should be reflective of their liquidity needs rather than a formula.
Applying the Ten Year Rule to Your 401(k) Assets
The “Money Talks” experts delve into a situation common to many investors—having all their assets in a company-sponsored retirement plan. They discuss how investors in this situation can apply the Ten-Year Rule to their 401(k) assets when trying to plan for liquidity.
Henssler Donates Caps & Gowns for KSU Graduating Seniors
Left to right: Media Contact: Kelly-Lynne Scalice, Principal: Pat Henssler, CPA, and CARE Services Director: Marcy Stidum APRIL 2019. KENNESAW, Ga.— Henssler Financial is helping four graduating seniors at Kennesaw State University with the cost of their cap and gown for the Spring Commencement ceremony. The financial burden of walking during the commencement ceremony was…
Planning Priorities: Dealing with Aging Parents
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.
Living to 100 Means Adjusting Your Plan
This week on “Money Talks,” your hosts delve take a closer look at how an investor’s desire to be a centenarian affects their financial plan.
Liquid Investment Options for Your Emergency Reserves
This week on “Money Talks,” your hosts delve into a couple’s situation where they are increasing their emergency reserve and want to protect the purchasing power of their liquidity. The planners discuss why it may not be best to chase the highest yield and the different cash equivalents for short-term money.
Apr 2019 Market Minute: Interest Rates, Near Inversion of Yield Curve, China
For April 2019, we’re keeping our focus on three main areas: The Fed’s pause on interest rate hikes and unwinding of their balance sheet, the near inversion of the yield curve and the economic slowdown in China.
Buy-Sell Agreements—Part of Your Business Succession Plan
This week on “Money Talks,” your hosts discuss the circumstances of a business owner who has a 10-year plan to transition his ownership to employees but is concerned about what can happen in that time. They discuss buy-sell agreements, which are contracts to buy and sell a departing business owner’s interest.
Portfolio Allocation When A Recession is Around the Corner
This week on “Money Talks,” your hosts look at a couple’s situation where they are five years from retirement and are concerned about the likelihood of a recession in the next three to five years. The experts discuss how the Ten Year Rule would work for them and how to position their investment portfolio.