Skip to content
  • Contact Us
  • About Us
  • Planning Portal
  • Tax Portal
  • Compliance
Top Header Bar Menu
Search:
Search
Henssler Financial
Live Ready by approaching life as unpredictable and seeing change as a certainty
Henssler FinancialHenssler Financial
  • PERSONAL
    • Personal Finances
    • Talk to an Expert
  • BUSINESS
    • Business Finances
    • Talk to an Expert
  • HEQFX
  • WEALTH MANAGEMENT
  • MONEY TALKS
  • PERSONAL
    • Personal Finances
    • Talk to an Expert
  • BUSINESS
    • Business Finances
    • Talk to an Expert
  • HEQFX
  • WEALTH MANAGEMENT
  • MONEY TALKS

Category Archives: Case Study

You are here:
  1. Home
  2. Category "Case Study"
Jan192021

Case Study: Allocating Funds for 10-Year Liquidity in an Uncertain Environment

Case Study, Featured, Financial Tips, RadioBy Henssler StaffJanuary 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.

Jan122021

Case Study: $900 Billion Relief Package Targets Individuals and Businesses

Case Study, Coronavirus, CPA Insight, Featured, RadioBy Henssler StaffJanuary 12, 2021

The Henssler Experts take a closer look at the Consolidated Appropriations Act of 2021, which included $900 billion in additional COVID-19 stimulus.

Dec212020

Designing and Managing an Investment Portfolio

Case Study, Featured, Financial Tips, Investment Whys, RadioBy 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.

Dec152020

Case Study: “Simple” Division of Assets Can Create Larger Estate Plan Issues

Case Study, Estate Planning, Featured, Financial Tips, RadioBy Henssler StaffDecember 15, 2020

The “Money Talks” hosts explore a client situation of a multigenerational home and the complicated estate plan they created where an “equal” division of assets may not be equitable.

Dec82020

Case Study: Year-End Financial Moves You Should Make Regardless of Politics

Case Study, Featured, Financial Tips, RadioBy Henssler StaffDecember 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.

Nov242020

Case Study – Proposed Equalizing of Tax Benefits for Retirement Plans

Case Study, 401(k), Featured, Financial Tips, RadioBy Henssler StaffNovember 24, 2020

The “Money Talks” hosts discuss one of the tax proposals put forth by President-elect Biden and how it may affect retirement savings.

Nov172020

Case Study: Asset Allocation: Strategically Planning with Tactical Moves

Case Study, Featured, Financial Tips, Investment Whys, RadioBy Henssler StaffNovember 17, 2020

The “Money Talks” experts discuss why your asset allocation should be strategically planned rather than influenced by the controlling party of Congress or the Oval Office.

Nov102020

Case Study: Planning Necessary to Best Manage a Long-Term Care Event

Case Study, Featured, Insurance, RadioBy Henssler StaffNovember 10, 2020

The Henssler Experts discuss long-term care insurance and how long-term health care planning is an essential part of the financial plan.

Oct272020

Case Study: Financial Plan Adjustments During a Forced Retirement

Case Study, Featured, Financial Tips, RadioBy Henssler StaffOctober 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

Case Study: Determining Your Retirement Withdrawal Rate

Case Study, Featured, Financial Tips, RadioBy Henssler StaffOctober 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.

12345…
6789101112131415161718192021222324
25

© All Rights Reserved Henssler Financial
Compliance | Disclosures | Careers

Find us on:

Twitter FacebookYouTubeLinkedin Instagram
  • Listen to 'Money Talks Radio Show' on iTunes
Kennesaw Office
3735 Cherokee Street
Kennesaw, Georgia 30144
  770-429-9166
  770-428-3852
  Mon — Fri 9 a.m. to 4 p.m.
Perimeter Office
5565 Glenridge Connector
Suite 200, Atlanta, GA 30342
  770-668-9000
  770-668-0201
  Mon — Fri 9 a.m. to 4 p.m.
Email Signup
  • This field is for validation purposes and should be left unchanged.
Go to Top
Get the latest news about how COVID-19 is affecting your financesLearn More
+