Henderson Wealth Partners

Generate income and rebuild principal. A powerful one-two punch.

Split Annuity Strategy Here's one strategy that combines two different annuities to generate income and rebuild principal.

Fort Myers does it right. ❤️

So proud of our grandsons participating in the Edison Children’s Parade yesterday — and of Allie and Jason, along with friends, who helped create such a fun float.

Family. Community. Tradition.

That’s what it’s all about.

Compound interest can dramatically impact the future growth of your assets. Learn more.

How Compound Interest Works Use this calculator to better see the potential impact of compound interest on an asset.

Currency has been around for a long time. Here's a quick history lesson.

The History of Currency

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Breaking Down the Parts of Medicare Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

Glossary of Scam Terms A helpful glossary of current scams.

Love is about protecting what matters most.

For nearly 40 years, we’ve had the privilege of helping families build security for the people they love.

Happy Valentine’s Day from Henderson Wealth Partners.

Wishing you and your families a very Happy New Year! 🎉

For us, a fresh calendar doesn’t change our core principles.

We’re continuing our focus on three simple habits that serve clients well:

▪️ Clarity over complexity
▪️ Process over predictions
▪️ Proactive communication over waiting for clients to reach out to us

Wishing you and your families good health and steady progress, personally and financially, towards every goal you’ve set for yourself.

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

Why Do Renters Have to Save More? How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month.

❓ College vs. Retirement: Where should your extra money go?

Even when the ability to do both exists, the order matters.

🔍 Key considerations:
▪️ Consider retirement first: Compounding works best when funds are invested earlier. And, as you know, there are no loans for retirement.
▪️ Education has flexibility: Scholarships, grants, and student loans can fill gaps if needed.
▪️ Timing matters: The mix between retirement and education funding can shift as they near college age and/or retirement approaches.

💡 Pro Tip:
You may benefit from focusing on retirement needs first, then using surplus cash flow for education funding strategies.

Of course, you need to revisit this periodically to stay aligned with market conditions and family goals.

Smart preparation makes it possible to retire and support education in a way that fits your overall wealth strategy. We’re here to help.

Investors should understand the ways in which financial professionals are compensated for the services they provide.

How Financial Professionals Are Compensated Read this overview to learn how financial advisors are compensated.