Financial Planning Following the Death of a Spouse
In this Money Talks Minute, Bil Lako, CFP®, highlights some of the financial matters you may encounter after the death of your spouse.
October 2022 Market Minute
For October, the Henssler Financial Research Analysts are watching what companies are reporting this earnings season; any speculation that the Fed may change their plan of aggressive interest rate hikes, and the volatility in oil prices.
Take Advantage of an Empty Nest
Bil Lako, CFP®, explains that once the children are on their own, empty nesters may have plenty of planning opportunities.
Profit Sharing Plans for Business Owners
In this “Small Business Minute,” Senior Consultant for Retirement Services Scott Brown, CFS®, explains how a Profit Sharing Plan can be a great way for employers to allow their employees to potentially share in the profits of a company in a tax efficient way.
Investing Through Inflation
In this “Money Talks Minute” Bil Lako, CFP®, explains how equities provide a hedge against inflation because higher prices are built into the stock price, while fixed-income investments are designed to protect the principal.
Roth Conversions in a Down Market
In our latest episode of Planning Priorities, Managing Associate Jarrett McKenzie, CFP®, CWS®, explains the losses that many investors have experienced in their IRAs have created a prime opportunity for a strategy known as a Roth conversion.
September 2022 Market Minute – European Energy Crisis, Dollar Strength, Housing Slowdown
For the month of September, the Henssler Research Analysts are keeping an eye on the increasing energy crisis in Europe, the strength of the U.S. dollar, and the slowdown in housing.
Having a Plan in Retirement
In this Money Talks Minute, Bil Lako, CFP®, highlights how important it is to have a financial plan for retirement so you can achieve your goal of not outliving your assets.
August 2022 Market Minute: Inflation, Yield Curve, and Geopolitical Tensions
For August, our Research Analysts are keeping an eye on inflation, the yield curve, and geopolitical tensions between China and Taiwan.
Financial Challenges of Marriage
In this “Money Talks Minute” Bil Lako, CFP®, explains how getting married brings many financial challenges, and how careful planning and communication are key since the financial decisions you make now can have a lasting impact on your future.