Portfolio and Plans to Match Your Goals
The “Money Talks” hosts discuss the importance of reviewing your portfolio and financial plan.
Midyear Financial Reviews for Your 40s, 50s and 60s
Dr. Gene Henssler discusses what you should be reviewing with your financial adviser during three critical decades.
In the News: 40s a Time for Financial Goals
Competing financial goals? A mid-year financial checkup can help ensure you’re not sacrificing one goal for another.
“The Retirement Gamble” and 401(k) Fees
We address concerns raised by a recent PBS special on the hidden fees in 401(k) plans.
Financial Planning When You Have a Chronic Illness
A financial plan is critical when you have a chronic illness as you can tailor it to your unique needs. Learn more in this Financial Tip.
Q&A Time: Small-Mid Cap Value Funds, Stop-Loss Orders and American Tower Corp.
The “Money Talks” hosts address questions from listeners about stop-loss orders and a communications tower REIT.
Restricted Stock: Benefits, Taxation and Planning Issues
Hosts discuss the taxation and planning issues of restricted stock.
Just How Risky Is Your Portfolio?
You may think of risk in terms of loss, but you should also think of it in terms of not meeting your financial goals. Learn more in this Financial Tip.
15 Ways to Save on Your Next Vacation
If money is precious, it is even more precious when it goes toward a vacation! Read 15 way to save on your next getaway in this week’s Financial Tip.
Q&A Time: Monitoring Investments, Oil Services and Housing
The “Money Talks” hosts address listeners’ questions on rebalancing a portfolio, specific stocks and the housing market.