Mid-Year Is More Than a Milestone—It’s a Money Moment

A mid-year review isn’t just about catching up; it’s about getting ahead. The “Henssler Money Talks” experts walk through what you should be reviewing with your adviser now: spending, saving, taxes, investments, and any significant life changes. From rebalancing your portfolio to making smart tax moves, minor adjustments now can make a big difference by year-end.

Letting Your Cash Sit in Savings? It’s Time for a Smarter Strategy

There’s a lot of cash sitting on the sidelines in low-yield savings accounts, earning next to nothing. Instead of settling for 0.05% interest, we explore more savvy options, like high-yield savings accounts, money market funds, short-term CDs, and Treasury bonds. We break down the difference between saving and investing and why letting your cash sit idle could cost you more than you think.