Marriage and Money: Taking a Team Approach to Retirement
Even when most of a married couple’s retirement assets reside in different accounts, it’s still possible to craft a unified retirement strategy. We explain in this week’s Financial Tip.
Planning Priorities: Retirement Spending Strategies
Henssler Managing Associate K.C. Smith, CFP®, explains our philosophy when it comes to spending down your retirement assets.
Quiz: Can You Answer These Social Security Benefit Questions?
Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income? Take this quiz to learn more.
Changing Jobs? Know Your 401(k) Options
No matter how you leave your job, you’ll be entitled to your vested 401(k) balance. What you do next with your money has different tax consequences. We explain in this week’s Financial Tip.
Planning Priorities: The Ten Year Rule
Bil Lako, CFP®, explains Henssler Financial’s comprehensive financial planning strategy, The Ten Year Rule.
Four Points to Consider When Setting a Retirement Income Goal
Where do you even start your retirement budget? Setting a retirement income goal is a good place. We offer four points to consider when setting your goal in this week’s Financial Tip.
Four Tips for Downsizing in Retirement
They say, “less is more,” and sometimes in retirement, that is true. Downsizing can be a savvy financial move. We explain in this week’s Financial Tip.
Can receive Social Security retirement benefits while you’re still employed?
Working in retirement to keep your mind active? Depending on your age, earnings from work may affect the amount of your Social Security benefit. We explain in this week’s Financial Tip.
New Blended Retirement System for Military
The Office of Financial Readiness now offers a new military retirement system that blends a defined benefit annuity with a defined contribution plan. Read all about it in this week’s Financial Tip.
Your Home as a Source of Dollars in Retirement
The equity in your home could be one of your largest assets, especially if your mortgage has been paid down over the years or paid off. We explain in this week’s Financial Tip.