3500 SR 59 N
Linton, IN 47441

David Hensley, Certified Financial Planner™

812.798.7239

 
The Fed and How It Got That Way How to Retire Early Keeping Up with the Joneses Bursting the Bubble

   What's the Secret to a Successful Retirement?     You have to have a Plan!! 

 5 Questions you have to have answers to before and during retirement:

1). How much money do I have to have each month to live on? not the extras - just to live on?

2). Am I guaranteed to have that much coming in each month?

3). What's the best strategy for taking Social Security?  Should I file and suspend?  Will I be taxed?      How much will the remaining spouse receive?

4).  Am I certain I won't run out of money in retirement and what can I do to reduce that possibly?

5).  What is my strategy for paying for Long Term Care?

These are really just a few of the questions you need answered in order to minimize your worry during retirement.

As a Certified Financial Planner® professional, my goal is to assist you to answer these, and other questions by providing a Retirement Analysis to maximize your potential for a wonderful retirement:

In short, I provide objective information to help people make their hopes and dreams become a living reality.  

If you would like a complementary consultation to discuss these or other financial matters, please give me a call at 812.798.7239.  We will sit down and discuss how I can help you reach your financial dreams.



*Legal advice and services provided by unaffiliated attorneys


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 When is the Best Time to Take Social Security?

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Helpful Content

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Where Will Your Retirement Money Come From?

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Retirement income may come from a variety of sources. Here's an overview of the six main sources.

 

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Catch-Up Contributions

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Estimate how much you have the potential to earn during your working years.

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Assess whether you are running “in the black” or “in the red” each month.

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Enter various payment options and determine how long it may take to pay off a credit card.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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An Inside Look at Retirement Living

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Using smart management to get more of what you want and free up assets to invest.

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A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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