Time for a Mid-Year Investment Check
Whether the markets are up or down, reviewing your portfolio with a financial professional midway through the year can be an excellent way to keep your investments on track. Read more in this Financial Tip.
Planning Priorities: Contributing to a Traditional IRA or Roth IRA?
Henssler Associate Logan Daniel, CFP®, CRPC®, discusses choosing between a Traditional IRA and a Roth IRA for your retirement savings.
How to Recover from a Mid-Life Financial Crisis
A financial crisis can be scary at any age, but this is especially true when you’re in your 40s or 50s. Regardless of how you got to this point, it’s important to develop a strategy that will help you re-establish financial stability. We explain in this week’s Financial Tip.
Meet the Experts: Peter Lynch
Henssler Associate Peter Lynch explains why we feel an investor’s allocation should be reflective of their liquidity needs rather than a formula.
Planning Priorities: Dealing with Aging Parents
On this episode of Planning Priorities, Henssler Associate Michael Griffin, CFP®, explains the information you should start gathering with your aging parents. While it may be a heavy task, it’s important to know this information in case you find yourself making critical decisions on their behalf in a moment of crisis.
Liquid Investment Options for Your Emergency Reserves
This week on “Money Talks,” your hosts delve into a couple’s situation where they are increasing their emergency reserve and want to protect the purchasing power of their liquidity. The planners discuss why it may not be best to chase the highest yield and the different cash equivalents for short-term money.
Meet the Experts: Scott Brown, CFS®
Henssler’s Senior Consultant Retirement Services, Scott Brown, CFS®, explains the benefits of working with Registered Investment Advisers.
Should you invest your extra cash or use it to pay off debt?
To answer this question, you must decide how your money can work best for you. First, we always recommend you have an adequate emergency fund—this is money you put aside to cover your expenses in case you find yourself without an income stream (i.e., a job, scholarship) or to cover an unexpected large expense (i.e., car…
How can I reduce my spending?
Henssler Associate Melanie Wells, CFP®, answers our “Money Talks” question of the week, “How can I reduce my spending?”
Should you be investing more aggressively?
There’s no way to know the answer to that without reviewing your individual circumstances and financial goals. However, if you are investing too conservatively, it can have a profound effect on your long-term financial security. How you should be investing depends on many factors, such as: How able are you to tolerate risk? How soon…