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Category Archives: Personal Finance

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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.

Jan72021

What Will You Pay for Medicare in 2021?

Aging/Caring for Aging Parents, Blog, Insurance, Personal FinanceBy Editorial TeamJanuary 7, 2021

Medicare premiums, deductibles, and coinsurance amounts change annually. Here’s a look at some of the costs that will apply in 2021 if you’re enrolled in Original Medicare Part A and Part B.

Jan62021

Don’t Fall Behind in Saving for Retirement

Blog, Personal Finance, RetirementBy Editorial TeamJanuary 6, 2021

Some folks have been tapping or suspending their retirement savings to make ends meet during this COVID-19 pandemic, and while understandable, it is important that they continue making contributions to their savings as quickly as financially possible.

Dec232020

Watch Out for These Financial Pitfalls in the New Year

Aging/Caring for Aging Parents, Blog, Nearing Retirement, New Year/End of Year, Personal Finance, Starting OutBy Editorial TeamDecember 23, 2020

As you move through different stages of life, there are new financial opportunities and potential pitfalls around every corner.

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.

Dec172020

How to Help Maintain a High Credit Score

Blog, Family Finances, Personal FinanceBy Editorial TeamDecember 17, 2020

During the holiday shopping season, your credit score is probably the last thing on your mind. But as you start your seasonal spending, remember to use credit wisely so you can start the new year with a healthy credit score. The following tips can help you maintain or potentially improve your credit score throughout the…

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.

Oct272020

Planning Priorities: Refinancing in Today’s Low Interest Rate Environment

Personal Finance, Video, Your HomeBy Editorial TeamOctober 27, 2020

Senior Associate Jarrett McKenzie, CFP®, CWS®, explores some of the opportunities today’s low interest rate environment offers homeowners.

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.

Oct202020

Determining Your Retirement Withdrawal Rate

Case Study, Featured, Nearing Retirement, Personal FinanceBy Editorial TeamOctober 20, 2020

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.

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