Advanced Planning Archives - Page 2 of 5 - Sensenig Capital Advisors

October 25, 2016

One of the Most Common Questions We Are Asked: Will My Money Last?

A sound retirement income plan takes into account several financial risks, including the potential for the retiree to outlive his or her assets, the effects of inflation on future income,…

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Advanced Planning Investment Consulting

October 25, 2016

Tax-Loss Harvesting: Opportunities and Obstacles

So much of investing is beyond our control (picking stock prices, timing market movements and so on), it’s nice to know that there are still a number of “power tools”…

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Advanced Planning Investment Consulting

September 27, 2016

Structured CDs: Buyer Beware!

Wall Street’s product pushers have figured out a way to swipe the name from this traditional household workhorse and turn it into a monster money-maker … for themselves, that is.…

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Advanced Planning Investment Consulting

September 1, 2016

Back to School: College Planning from an Investment Perspective

With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good…

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Advanced Planning Investment Consulting

August 27, 2016

Presidents, Politics and Your Portfolio: Thinking Beyond Stage One

It’s no surprise that this year’s U.S. presidential race has become a subject of conversation around the globe. So go ahead and talk politics all you please – and if…

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Advanced Planning

August 17, 2016

Paying Off Student Loans

Actively managing your debt is an important step, and your student debt may be one of the biggest financial obligations you have. There are many strategies that could help you…

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Advanced Planning

May 12, 2016

Qualified Charitable Distribution: Permanent at Last

Charitably minded and holding significant assets in an IRA? If you are thinking about making a donation to charity, consider a qualified charitable distribution (QCD) from your IRA. A new…

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Advanced Planning

February 10, 2016

Understanding Medicare

Medicare contains four components: Parts A, B, C, and D. Part A is hospital insurance designed to cover inpatient care in hospitals and rehabilitation facilities. Part B helps to cover…

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Advanced Planning Uncategorized

February 10, 2016

EEO Compliance and Litigation Preparedness: A Primer for Business Owners

There is no denying it: Business-owners face various forms of litigation including commercial disputes, workers’ compensation claims, personal injury actions, and employment litigation. But employment litigation is quite unique from…

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Advanced Planning

January 13, 2016

Budget Deal Curbs Social Security Claiming Options

Considering Social Security options? New rules have eliminated and/or limited two Social Security filing strategies that have helped married couples collect thousands of dollars in added income over their lifetimes.…

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