Applying the Ten Year Rule to Your 401(k) Assets
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to apply the Henssler Ten Year Rule to your retirement assets if you have a majority or all of your money invested in your 401(k) plan.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to apply the Henssler Ten Year Rule to your retirement assets if you have a majority or all of your money invested in your 401(k) plan.
Does your business need a vCFO? Find out in this week’s Business Tip.
Henssler Associate Michael Griffin, CFP®, answers our “Money Talks” question of the week, “Can I refinance my student loans?”
Henssler Associate Peter Lynch explains why we feel an investor’s allocation should be reflective of their liquidity needs rather than a formula.
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.
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…
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.
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.
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.
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.