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Sensenig Capital News

January 28, 2021

Kevin Hartnett Quoted on wealthtender.com

The team at Sensenig Capital is proud to share that our own, Kevin Hartnett, was recently quoted on wealthtender.com in an article titled "Understand the Lifetime Income Projections Coming to…

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Approaching Retirement Business Owners Early to Mid-Career In Retirement

January 27, 2021

Cryptocurrency – Part 1: A Basic Understanding

It’s hard to scan the financial headlines these days and not spot at least one call to action related to Bitcoin’s latest moves. Has all the attention given you cryptocurrency…

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Early to Mid-Career Workplace Retirement Plans

January 27, 2021

4 Smart Money Moves for 2021

With the new year in full swing, it’s a great time to take stock of your personal finances. From building a budget and saving for retirement to getting a jump…

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Approaching Retirement Business Owners Early to Mid-Career In Retirement Not-For-Profit Workplace Retirement Plans

January 27, 2021

ESG Investing – Part 1: What Is It?

If there’s one trait nearly everyone shares, it’s a desire to make the world a better place. No wonder there’s so much interest in environmental, social, governance (ESG) investing. Who…

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Approaching Retirement Business Owners Early to Mid-Career In Retirement

December 4, 2020

Financial Best Practices for Year-End 2020

Has 2020 left you feeling like the fabled Greek figure, forever pushing a boulder up a steep hill? Thankfully, with multiple COVID-19 vaccines in the works, there’s hope the load…

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Business Owners

December 4, 2020

Creating a Successful Business Succession Plan

A good succession plan creates a blueprint for ownership transfer as you exit your business. It helps you prepare for your retirement, ensuring you have the income you need. And…

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Sensenig Capital News

October 29, 2020

Kevin Hartnett Renews Commitment to Compass Pro Bono

I'm extremely excited to again be working on a Compass Pro Bono consulting project. My team and I have been assigned to a specific local non-profit looking for assistance with their funding strategy.

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Approaching Retirement Early to Mid-Career In Retirement

October 28, 2020

How to Make a Wealth-Transfer Plan

The intersection of financial, legal, and family issues can make wealth transfer a complicated matter. But a well-crafted plan can help ensure the process goes smoothly. Enlist your financial and…

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Approaching Retirement

October 27, 2020

The Importance of Long-Term Care Planning

Long-term-care insurance may not seem like a pressing priority if you’re still fit and active, but preparing for it now can help you to avoid harsh financial realities later—plus, you'll…

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Approaching Retirement Business Owners Early to Mid-Career In Retirement

October 15, 2020

Dollar Cost Averaging Vs. Lump Sum Investing

To dollar cost average, or, to not? This is an age-old investment question, which we have been getting a lot recently from our clients. So, what's the answer? As with…

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