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Category Archives: Case Study

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  2. Category "Case Study"
Jan192021

Allocating Funds for 10-Year Liquidity in an Uncertain Environment

Case Study, Featured, Investment Selection, Personal FinanceBy Editorial TeamJanuary 19, 2021

The Henssler Financial Experts explore the situation of a couple who are 10 years from retirement and are concerned about buying fixed income investments in a low interest rate environment.

Jan122021

$900 Billion Relief Package Targets Individuals and Businesses

Case Study, Coronavirus, FeaturedBy Editorial TeamJanuary 12, 2021

The Henssler Experts take a closer look at the Consolidated Appropriations Act of 2021, which included $900 billion in additional COVID-19 stimulus.

Jan52021

Economic Growth Tempered by Inflation

Case Study, Economy/Stock Market, FeaturedBy Editorial TeamJanuary 5, 2021

The Henssler Research Analysts discuss how the market ended 2020 and what they expect for 2021. They discuss sector performance, the difference between growth and value stocks, and inflation.

Dec212020

Designing and Managing an Investment Portfolio

Case Study, Featured, Investment Selection, Personal FinanceBy Henssler FinancialDecember 21, 2020

The “Money Talks” Experts look at an investor who has a healthy risk tolerance and wants to take advantage of the economic environment going into 2021. He wants to allocate a portion of his portfolio to tactical positions.

Dec152020

“Simple” Division of Assets Can Create Larger Estate Plan Issues

Case Study, Estate, FeaturedBy Editorial TeamDecember 15, 2020

The “Money Talks” hosts explore a client situation of a multigenerational home and the complicated estate plan they created where an “equal” division of assets may not be equitable.

Dec82020

Year-End Financial Moves You Should Make Regardless of Politics

Case Study, Featured, Investment Selection, New Year/End of Year, Personal FinanceBy Editorial TeamDecember 8, 2020

The “Money Talks” experts have a conversation on important financial moves investors and households can make before year-end—regardless of the political outcome.

Nov242020

Proposed Equalizing of Tax Benefits for Retirement Plans

Case Study, Featured, Retirement, TaxBy Editorial TeamNovember 24, 2020

The “Money Talks” hosts discuss one of the tax proposals put forth by President-elect Biden and how it may affect retirement savings.

Nov172020

Asset Allocation: Strategically Planning with Tactical Moves

Case Study, Featured, Investment SelectionBy Editorial TeamNovember 17, 2020

The “Money Talks” experts discuss why your asset allocation should be strategically planned rather than influenced by the controlling party of Congress or the Oval Office.

Nov102020

Planning Necessary to Best Manage a Long-Term Care Event

Case Study, Featured, InsuranceBy Editorial TeamNovember 10, 2020

The Henssler Experts discuss long-term care insurance and how long-term health care planning is an essential part of the financial plan.

Oct272020

Financial Plan Adjustments During a Forced Retirement

Aging/Caring for Aging Parents, Case Study, Featured, Nearing Retirement, Personal Finance, RetirementBy Editorial TeamOctober 27, 2020

The Money Talks” hosts provide planning advice for a couple where COVID-19 layoffs forced one spouse into early retirement. While they can make it work on one salary, they have realized her retirement might last 30 years.

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