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…
Accumulating Funds for Short-Term Goals
We provide basic guidelines to help you accumulate funds for a short-term goal, such as a wedding or a down payment on a home.
SEPP Arrangements as a Last Resort
The “Money Talks” experts take a look at a unique situation where an investor is considering modifying his substantially equal periodic payment plan. They look at the rules behind the only allowed change and why he may not want to make the modification.
Meet the Experts: Tina Burgess
Tax & Business Consultant Tina Burgess highlights the multi-disciplined approach that Henssler CPAs & Advisers uses to effectively serve their clients. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently be traded…
4 Steps to Establish Your Financial Safety Net
When a financial emergency arises, do you find yourself scrounging for pennies? Consider setting up an emergency reserve. Learn more in this week’s Financial Tip.
Recovery, Elections, and Ugly Economic News
Many investors have similar questions–should we sell now? How do I position my portfolio for a potential presidential administration change? Why is the market so good if the economic news is so bad? We tackle these questions and explain why they can all be answered with our Ten Year Rule.
Tapping Retirement Savings During a Financial Crisis
While the CARES Act made it easier to access money in retirement plans, understanding these new guidelines and other rules for loans and early withdrawals may help you determine if this is an appropriate option during a financial crisis.