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…

Catch-Up Contributions

If you are 50 years old or older by the end of your retirement plan year, you are eligible for a catch-up contribution allowed in IRA, 401(k), 403(b) and SIMPLE plans. For more information on the amount of the catch-up contribution allowed by each type of plan and other frequently asked questions, read this Financial Strategy.

Benefits of Financial Planning

If you were faced with an emergency, would you have the funds to cover it? Emergencies may vary from needing a new roof for the house to unemployment. An emergency fund with cash and cash equivalents in low-risk investments provide easy access to money should you need it. For more information on how much you should have in your emergency reserve, read this Financial Tip.