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Monthly Archives: July 2013

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  2. 2013
  3. July

Documenting Charitable Contributions

Blog, Charitable Giving, TaxBy Henssler FinancialJuly 31, 2013

Placing a bill or two in your church’s collection plate? Better get a receipt if you want a tax deduction. Learn more in this Tax Tip.

When Is Market Volatility Most Dangerous?

Blog, Economy/Stock MarketBy Henssler FinancialJuly 30, 2013

If you’re near retirement, you need to consider your longevity and whether your portfolio will last as long as you do. Read more in this Financial Tip.

Mixed Earnings Make for Mixed Markets

Economy/Stock MarketBy Henssler FinancialJuly 29, 2013

The “Money Talks” hosts discuss the week’s economic news and a mixed bag of earnings.

Q&A Time: Emerging Markets, Disability Insurance and Industrial Stocks

Insurance, Investment Selection, Personal FinanceBy Henssler FinancialJuly 29, 2013

The “Money Talks” hosts discuss the merits of a fund manager when it involves emerging markets funds.

Balancing Paying Down Debt with Rebuilding an Emergency Fund

Personal Finance, Your HomeBy Henssler FinancialJuly 29, 2013

Bil Lako, CFP® discusses savings strategy when you have debt to pay down.

Portfolio and Plans to Match Your Goals

Personal FinanceBy Henssler FinancialJuly 29, 2013

The “Money Talks” hosts discuss the importance of reviewing your portfolio and financial plan.

How Much Is Needed to Retire?

Blog, RetirementBy Henssler FinancialJuly 26, 2013

How much money do you need  to retire? Bil Lako, CFP® explains the complicated equation in today’s Marietta Daily Journal. Read the Article

Tax Tips for the Well-Traveled Businessperson

Blog, Business Owner/Self Employed, TaxBy Henssler FinancialJuly 26, 2013

Many business travel related expenses are deductible, but there are rules that you must follow. Read all about it in this Business Tip.

Tax-Deferred Annuities: Are They Right for You?

Blog, Insurance, TaxBy Henssler FinancialJuly 25, 2013

Tax-deferred annuities can be a valuable tool, but there are other tax-deferred savings plans to consider first. Read more in this Insurance Tip.

Turning 70½ This Year?

Blog, TaxBy Henssler FinancialJuly 24, 2013

At age 70½, you’ll face several decisions regarding your retirement accounts that will affect your taxes. Learn more in this Tax Tip.

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