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3500 N SR 59
Linton, IN 47441

David Hensley, Certified Financial Planner™

812.798.7239

 
Can Election Results Predict the Market? It May Be Time for a Financial Checkup Forecast

What's the Secret to a Successful Retirement?    

You have to have a Plan!! 

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Certified Financial Planner's

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Helpful Content

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

 

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Should I Invest in Gold?

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

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

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