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Category Archives: Case Study

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  2. Category "Case Study"
Feb222021

Ramp Up Your Savings Not Your Aggressiveness

Case Study, Nearing Retirement, RetirementBy Editorial TeamFebruary 22, 2021

The “Money Talks” Experts discuss the situation of a couple who have most of their retirement assets in their 401(k)s and are concerned about their risk exposure now that they are about 10 years from retirement

Feb152021

The GameStop Anomaly and Fundamental Stock Analysis

Case Study, Investment SelectionBy Editorial TeamFebruary 15, 2021

The Henssler Financial Experts take a closer look at what happened with GameStop’s meteoric rise and discuss why financial advisers won’t speculate with an investor’s retirement funds.

Feb82021

In What Order Should an Investor Tap His Funds?

Case Study, Featured, Nearing Retirement, Personal Finance, RetirementBy Editorial TeamFebruary 8, 2021

The “Money Talks,” hosts discuss a listener’s decision to begin withdrawing the funds he has saved and grown over the last 30 years. They cover which accounts to tap first, how to control his tax situation, and the importance of having a financial plan.

Feb22021

Pandemic Lessons Can Lead to Better Financial Habits

Case Study, Coronavirus, Featured, Personal FinanceBy Editorial TeamFebruary 2, 2021

2020 was a difficult year financially for many people. Hopefully, 2021 will provide an opportunity to right the wrong financial moves made last year.

Jan252021

Coverage Lapse—All May Not be Lost with LTC Policies

Case Study, InsuranceBy Editorial TeamJanuary 25, 2021

The “Money Talks” show hosts take a closer look at a client’s situation who let his long-term care policy lapse and cover the options the client has as well as ways to ensure this situation doesn’t happen to others.

Jan192021

Allocating Funds for 10-Year Liquidity in an Uncertain Environment

Case Study, Featured, Investment Selection, Personal FinanceBy Editorial TeamJanuary 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

$900 Billion Relief Package Targets Individuals and Businesses

Case Study, Coronavirus, FeaturedBy Editorial TeamJanuary 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.

Jan52021

Economic Growth Tempered by Inflation

Case Study, Economy/Stock Market, FeaturedBy Editorial TeamJanuary 5, 2021

The Henssler Research Analysts discuss how the market ended 2020 and what they expect for 2021. They discuss sector performance, the difference between growth and value stocks, and inflation.

Dec212020

Designing and Managing an Investment Portfolio

Case Study, Featured, Investment Selection, Personal FinanceBy 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

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

Case Study, Estate, FeaturedBy Editorial TeamDecember 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.

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