Watch Out for These Financial Pitfalls in the New Year
As you move through different stages of life, there are new financial opportunities and potential pitfalls around every corner.
Designing and Managing an Investment Portfolio
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.
How to Help Maintain a High Credit Score
During the holiday shopping season, your credit score is probably the last thing on your mind. But as you start your seasonal spending, remember to use credit wisely so you can start the new year with a healthy credit score. The following tips can help you maintain or potentially improve your credit score throughout the…
Year-End Financial Moves You Should Make Regardless of Politics
The “Money Talks” experts have a conversation on important financial moves investors and households can make before year-end—regardless of the political outcome.
Planning Priorities: Refinancing in Today’s Low Interest Rate Environment
Senior Associate Jarrett McKenzie, CFP®, CWS®, explores some of the opportunities today’s low interest rate environment offers homeowners.
Financial Plan Adjustments During a Forced Retirement
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.
Determining Your Retirement Withdrawal Rate
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.
Coping with Market Volatility: Check Your Withdrawal Rate
If your nest egg has shrunk as a result of market turmoil but you continue to take the same amount of money out of it each year, you might be increasing your odds of running out of money sooner than you had planned.
Still Too Early to Make Moves in Anticipation of Higher Taxes
The “Money Talks” expert address a common investor concern on what moves to make in anticipation of higher taxes should Biden win the November election.
3 Lessons to Teach Your College-Age Child about Money
Now that your child is in college, it’s time to reinforce good money habits with lessons in Budgeting 101.