Becoming Financially Literate
In this episode of Planning Priorities, Associate Michael Griffin, CFP®, shares some tips for those just starting out on how to become financially literate and stay on track for your financial future.
More Money, More Taxes
The “Money Talks” Experts provide insight into the current tax season and tips for those who owe more than expected this year.
Should I contribute to the traditional 401(k) or the Roth 401(k)?
In this episode of Planning Priorities, Scott Brown, CFS®, Senior Consultant, Retirement Services, explains the different tax treatment of the options in your 401(k) plan and how to determine which option may work best for you.
A Financial Wellness Plan Can Help Pave the Road to Retirement
If we’ve learned any lesson over the past year, it’s that no matter how carefully we plan and prepare, we’ll likely encounter unexpected hurdles. While a global pandemic has certainly underscored the need to pay close attention to our physical wellness, it has also revealed the need to shore up our financial wellness. According to…
4 Tips to Help Control Your Finances During the Pandemic
The coronavirus pandemic has strained the finances of many U.S. households. During these times of financial turmoil and stress, it’s more important than ever to take control of your financial situation. Here are some tips to get started.
In What Order Should an Investor Tap His Funds?
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.
Pandemic Lessons Can Lead to Better Financial Habits
2020 was a difficult year financially for many people. Hopefully, 2021 will provide an opportunity to right the wrong financial moves made last year.
Allocating Funds for 10-Year Liquidity in an Uncertain Environment
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.
What Will You Pay for Medicare in 2021?
Medicare premiums, deductibles, and coinsurance amounts change annually. Here’s a look at some of the costs that will apply in 2021 if you’re enrolled in Original Medicare Part A and Part B.
Don’t Fall Behind in Saving for Retirement
Some folks have been tapping or suspending their retirement savings to make ends meet during this COVID-19 pandemic, and while understandable, it is important that they continue making contributions to their savings as quickly as financially possible.