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Category Archives: Personal Finance

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Jun252018

Creating a Philanthropic Legacy with an Income Stream for You

Case Study, Personal FinanceBy Henssler FinancialJune 25, 2018

Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Chief Investment Officer Troy Harmon, CFA, CVA, discuss legacy planning using a charitable remainder trust. They also talk about how investors can further control their charitable gifts by combining a charitable remainder trust with a donor advised fund.

Jun212018

What are Dividends?

Blog, Personal FinanceBy Henssler FinancialJune 21, 2018

When investors think of stocks, they often think of them increasing or decreasing in price. However, some companies share their earnings with shareholders in the form of dividends. Read all about it in this week’s Question of the Week.

Jun182018

Planning Priorities: HSAs—Triple the Benefit, Triple the Fun

Family Finances, Insurance, Personal Finance, VideoBy Henssler FinancialJune 18, 2018

Senior Associate Jarrett McKenzie, CFP®, CWS®, discusses the tax benefits health savings accounts provide when saving money for health care costs.

Jun72018

Should I Buy a New or Used Car?

Blog, Personal FinanceBy Henssler FinancialJune 7, 2018

Is the new-car smell worth it, or do you want someone else to take the depreciation hit? We explain points to consider as you shop for a vehicle in our Question of the Week.

May242018

Pick Your Plastic: Debit or Credit?

Blog, Personal FinanceBy Henssler FinancialMay 24, 2018

You have a choice: the fraud protection that comes with a credit card, or the money management inherent to a debit card. Pick your plastic! Learn more in our Question of the Week.

May212018

Planning Priorities: Retirement Spending Strategies

Nearing Retirement, Personal Finance, Retirement, VideoBy Henssler FinancialMay 21, 2018

Henssler Managing Associate K.C. Smith, CFP®, explains our philosophy when it comes to spending down your retirement assets.

May172018

Is Buying an Extended Warranty Worth It?

Blog, Personal FinanceBy Henssler FinancialMay 17, 2018

When you bought a computer from the big-box store, did the cashier try to sell you an extended warranty? Find out if it’s worth it in this week’s Question of the Week.

May102018

Should I invest my extra cash or use it to pay off debt?

Blog, Personal FinanceBy Henssler FinancialMay 10, 2018

When you have extra cash on hand, take a look at what your debt is costing you. You might find a use for that cash! We explain in our Question of the Week.

May42018

How can I get credit if I have no credit history?

Blog, Personal Finance, Starting OutBy Henssler FinancialMay 4, 2018

You need credit but you have no credit, so no one will extend you credit. There are ways out of this vicious cycle that will help you build a good credit history. Learn more in this Question of the Week.

Apr232018

Planning Priorities: The Ten Year Rule

Investment Selection, Personal Finance, Retirement, Starting Out, VideoBy Henssler FinancialApril 23, 2018

Bil Lako, CFP®, explains Henssler Financial’s comprehensive financial planning strategy, The Ten Year Rule.

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