Year-End Financial Moves You Should Make Regardless of Politics
The “Money Talks” experts have a conversation on important financial moves investors and households can make before year-end—regardless of the political outcome.
Planning Priorities: Refinancing in Today’s Low Interest Rate Environment
Senior Associate Jarrett McKenzie, CFP®, CWS®, explores some of the opportunities today’s low interest rate environment offers homeowners.
Financial Plan Adjustments During a Forced Retirement
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.
Determining Your Retirement Withdrawal Rate
The “Money Talks” experts team up to help a couple understand what a safe withdrawal rate would be for their retirement assets. They look into different methods to calculate one and then explain the Henssler way of planning for liquidity and withdrawals in retirement.
Coping with Market Volatility: Check Your Withdrawal Rate
If your nest egg has shrunk as a result of market turmoil but you continue to take the same amount of money out of it each year, you might be increasing your odds of running out of money sooner than you had planned.
Still Too Early to Make Moves in Anticipation of Higher Taxes
The “Money Talks” expert address a common investor concern on what moves to make in anticipation of higher taxes should Biden win the November election.
3 Lessons to Teach Your College-Age Child about Money
Now that your child is in college, it’s time to reinforce good money habits with lessons in Budgeting 101.
Meet the Experts – Emily Rubenstein, CPA
Tax & Business Consultant Emily Rubenstein, CPA, explains how Henssler CPAs & Advisers offers both individuals and businesses clarity when it comes to overall tax liability, ensuring that all aspects of your finances are working together in the most efficient and effective manner. This article is for demonstrative and academic purposes and is meant to…
Don’t Lose Sight of Your Sell Strategy
The “Money Talks,” financial experts team up to discuss the importance of establishing a sell strategy using a case study of a couple who frequently call their adviser asking if it is time to sell.
Planning Priorities: Secure Act Strategies for Beneficiaries
K.C. Smith, CFP®, CEPA, explores the impact of the SECURE ACT, and give you some strategies for minimizing the consequences of this Act on your retirement savings. In this video he discusses at how the SECURE Act affects non-spouse beneficiaries of retirement accounts. This article is for demonstrative and academic purposes and is meant to…