Welcome to The Responsible Investor blog. My name is Danielle Hennesen, a CERTIFIED FINANCIAL PLANNER™. Before starting my role as an LPL Financial Planner for Responsible Investment Group, I counseled clients from all walks of life on a variety of financial issues from emergency situations to long-term planning. My passion is educating clients on their finances and working closely with them to pursue their long-term financial goals. I am excited to be sharing my knowledge on these topics through this blog. To me, a Responsible Investor cares not only about their investments, but all financial plans including retirement, estate, taxes, budgeting, college planning and more. Please feel free to contact me if you have financial questions that you would like me to answer via this blog.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Friday, November 2, 2018
According to a Survey done by Instamotor, 1 in 10 millennials spend at LEAST $200 per month on subscription services. Recently Netflix came out with their 3rd quarter report. They announced an additional 7 million subscribers during...
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Wednesday, April 18, 2018
Being in the financial industry now for over 10 years, I have become more and more interested in learning about the different types of relationships that people have with money.
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Monday, September 18, 2017
The leaves are changing and the days are getting shorter; telltale signs the end of the year is near. As we march into the 4th quarter and look forward to celebrating the upcoming ‘season of giving’ with our friends and family.
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Monday, July 10, 2017
As I write this blog post, I am exactly 100 days away from my wedding. Being engaged has flown by quickly and soon life will change. I am going from looking out for just myself to making decisions jointly with my soon to be husband. I...
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Tuesday, April 4, 2017
I recently came across a study[1] done in 2016 by the Financial Industry Regulation Authority (FINRA) on financial capability in the United States. The study states that less than a third of the respondents were offered any type of...
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Thursday, October 20, 2016
The 2016 Presidential Election has been nothing but a roller coaster ride over the last year and a half causing concern from both Republicans and Democrats. As Greg discussed in his 3rd Quarter McBork Report, if Mr. Trump were to win,...
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Friday, September 23, 2016
If you are a part of a “nontraditional” family, then your financial planning may also be “nontraditional.” Here are some things to consider if you find yourself to be within the new majority.
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Monday, August 15, 2016
It’s beautiful. When it’s around it keeps me calm. When it’s not there, I panic. I need it to survive; to live. I want to surround myself with it. It supports me and I work for it.
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Monday, April 11, 2016
In 2014, identity theft happened every two seconds.[1] This is a topic I want to touch on because around this time of year you see a lot of identity theft in the form of fraudulent tax returns. Thieves steal victim’s Social...
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Friday, February 26, 2016
12.3% of all Elder Abuse cases are Financial Exploitation[1] Did you know that about 10,000 Baby Boomers turned 65 today and 10,000 more will do so every day for the next 19 years?[2]. As parents and relatives get older, the more they...
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Tuesday, January 26, 2016
According to a 2012 study held by the National Association of Personal Financial Advisors, 56% of adults lack a budget. This means that half of the people visiting my blog post do not budget their money. You might be thinking to...
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Tuesday, December 22, 2015
With 2016 fast approaching, it is a good time to reflect on the past year and think about the future. My practice is to reflect on those activities of the past year that have made me most proud even before I reflect on what I could...
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