Do You Know Your Medicare Coverage Options?
Choosing the right Medicare plan can be confusing, but it’s crucial for your health and finances. Learn the key differences between Original Medicare and Medicare Advantage, and find out when you can make changes to your coverage.
Avoid Financial Isolation: A Plan for Surviving Spouses
The “Henssler Money Talks” hosts advise a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in meetings with their trusted advisers.
If You Don’t Have a Will Yet, Why Not?
Think having a will can wait? 64% of Americans agree it’s important, but only 32% have one. We look at four common reasons people put it off—and why now is the perfect time to start your estate planning.
Protecting Our Seniors; Understanding and Preventing Scams
As our population ages, seniors increasingly become targets for scams, leading to devastating financial and emotional impacts. Learn more about the common scams targeting seniors, how to stay safe, and what to do if you or a loved one falls victim.
From Treasure to Burden: The Challenges of Inheriting Material Wealth
Estate planning attorney Arun Gupta joins Chief Investment Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, CEPA, to highlight some of the most problematic assets to leave to heirs and why it is best to manage expectations about inheritance, ensuring heirs have realistic expectations about what they may receive.
Why Family Businesses Should Have Succession Plans
Succession planning isn’t just for TV dramas. In real life, it’s crucial for family businesses to ensure a smooth transition of ownership and leadership. Learn why it’s essential and how to start planning for your business’s future.
Reverse Mortgages: Making Informed Decisions on Home Equity
Managing Associate K.C. Smith, CFP®, CEPA, Associate Adam Stadalius, CFP®, and Chief Investment Officer Troy Harmon, CFA, CVA, provide insight for a widow whose late husband took out a reverse mortgage on their home nearly 15 years ago. They discuss what a reverse mortgage is and what it means for her assets and estate going forward.
Embracing Your Next Chapter: A Guide for Retirees Returning to Work
Retirement on your horizon? Thinking of rejoining the workforce? Dive into our article for key financial insights tailored to your return journey! From tax implications to retirement account changes, we’ve got you covered.
Will You Work Beyond Traditional Retirement Age?
Planning to punch the clock beyond retirement age? Did you know 33% of current workers expect to retire at age 70 or older, or not at all? Working in your 60s, 70s, or beyond has perks, but beware unexpected consequences!
When Should You Review Your Estate Plan?
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed.