Planning Priorities: The Ten Year Rule
Bil Lako, CFP®, explains Henssler Financial’s comprehensive financial planning strategy, The Ten Year Rule.
Four Points to Consider When Setting a Retirement Income Goal
Where do you even start your retirement budget? Setting a retirement income goal is a good place. We offer four points to consider when setting your goal in this week’s Financial Tip.
Four Tips for Downsizing in Retirement
They say, “less is more,” and sometimes in retirement, that is true. Downsizing can be a savvy financial move. We explain in this week’s Financial Tip.
Can receive Social Security retirement benefits while you’re still employed?
Working in retirement to keep your mind active? Depending on your age, earnings from work may affect the amount of your Social Security benefit. We explain in this week’s Financial Tip.
New Blended Retirement System for Military
The Office of Financial Readiness now offers a new military retirement system that blends a defined benefit annuity with a defined contribution plan. Read all about it in this week’s Financial Tip.
Your Home as a Source of Dollars in Retirement
The equity in your home could be one of your largest assets, especially if your mortgage has been paid down over the years or paid off. We explain in this week’s Financial Tip.
Retirement Planning and Inflation
In retirement, your paychecks stop, but inflation can keep rising; therefore, your portfolio needs to maintain at least some growth potential. We explain in this week’s Financial Tip.
Question of the Week: What Does Compound Interest Have To Do With My 401(k)?
Henssler Associate Peter Lynch, explains the power of compounding interest on your retirement and overall finances.
Recharacterization is Off the Table
This week on “Money Talks,” Bil Lako, CFP®, Troy Harmon, CFA, CVA, and Jarrett McKenzie, CFP®, CWS®, discuss a provision in the tax law that eliminates recharacterization of IRA conversions. Jarrett explains how this can affect the financial planning strategy.
MAGI and the Gift of an Income-Related Monthly Adjustment
Troy Harmon, CFA, CVA, is joined by Principal Jennifer J. Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, who take a look at a couple who received a recommendation to reduce their modified adjusted gross income to avoid paying more for Medicare.