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Category Archives: Financial Tips

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Jun12016

Case Study: Matching Investments to Your Liquidity Needs

Case Study, Financial Tips, RadioBy Henssler FinancialJune 1, 2016

Our experts discuss a case study about matching investments with known expenses 10 years prior to your need, and how to structure a fixed-income portfolio.

Jun12016

Financial Basics for Millennials

Blog, Financial TipsBy Henssler FinancialJune 1, 2016

The millennial generation faces financial challenges, like a competitive job market and significant student loan debt. Learn more in this week’s Financial Tip.

May272016

A Financial Adviser’s Fiduciary Responsibility During a Clients’ Divorce

Blog, Financial Tips, In The NewsBy Henssler FinancialMay 27, 2016

During a divorce, a financial adviser goes from one client as a couple to two clients who are looking out for themselves. We explain in this week’s Marietta Daily Journal. Read the Article

May242016

Debt Optimization Strategies

Blog, Financial TipsBy Henssler FinancialMay 24, 2016

If you have debt, it is crucial to understand the terms, interest rates, payment terms, prepayment and penalties. We explain in this week’s Financial Tip.

May232016

Case Study: A Financial Adviser’s Fiduciary Responsibility During a Clients’ Divorce

Case Study, Financial Tips, RadioBy Henssler FinancialMay 23, 2016

Our experts discuss the fiduciary responsibility a financial adviser has when clients are going through a divorce.

May172016

Retiree Confidence on the Rise, EBRI Finds

Blog, Financial TipsBy Henssler FinancialMay 17, 2016

In the last year, more workers said they’re “very confident” they will have a comfortable retirement. Learn more in this week’s Financial Tip.

May102016

Nearing Retirement? Time to Get Focused

Blog, Financial TipsBy Henssler FinancialMay 10, 2016

If retirement is near, you may want to focus on your retirement budget, sources of income and paying down debt. Learn more in this week’s Financial Tip.

May92016

Case Study: 401(k) Plan Automatic Enrollment

Case Study, Financial Tips, RadioBy Henssler FinancialMay 9, 2016

Our experts discuss automatic enrollment in your employer’s 401(k) plan and why the default options may not be the best choice for your situation.

May32016

Four Lessons Grandparents and Grandchildren Can Learn Together

Blog, Financial TipsBy Henssler FinancialMay 3, 2016

Financially speaking, you and your grandchildren have more in common than you think. We explain in this week’s Financial Tip.

May22016

Case Study: Medicaid Planning May Not Yield the Intended Benefit

Case Study, Financial Tips, RadioBy Henssler FinancialMay 2, 2016

Our experts discuss a case study that explores the strategy of gifting away assets to qualify for Medicaid in the future.

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