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Monthly Archives: July 2013

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  3. July

Understanding Investment Terms and Concepts

Blog, Investment SelectionBy Henssler FinancialJuly 23, 2013

Investment jargon often sounds like a foreign language. Read our primer on understanding investment terms and concepts in this Financial Tip.

Mixed Markets Because of Tech Earnings

Economy/Stock MarketBy Henssler FinancialJuly 22, 2013

The “Money Talks” hosts discuss how the Fed claims they have no plans to pull stimulus efforts, leaving earnings to move the markets.

Q&A Time: Health Insurance & Mutual Funds

Insurance, Investment SelectionBy Henssler FinancialJuly 22, 2013

The “Money Talks” hosts address a listener’s insurance question on changing jobs while pregnant, and another listener’s question on the funds he holds in his Roth IRA.

Business Growth Necessitates Insurance Changes

InsuranceBy Henssler FinancialJuly 22, 2013

Hosts address a listener’s question on the growth of his business.

Midyear Financial Reviews for Your 40s, 50s and 60s

Family Finances, Investment Selection, Nearing Retirement, Personal FinanceBy Henssler FinancialJuly 22, 2013

Dr. Gene Henssler discusses what you should be reviewing with your financial adviser during three critical decades.

Quickbooks Tip: How to Create a Progress Invoice from an Estimate

Blog, Business Owner/Self Employed, Quickbooks TipsBy Henssler FinancialJuly 19, 2013

QuickBooks’ progress invoicing feature will let you bill customers for one segment of a large project as they come. Learn how in this Quickbooks Tip.

In the News: Retirement strategies for your 60s

Blog, In The NewsBy Henssler FinancialJuly 19, 2013

In the Marietta Daily Journal, Bil Lako, CFP® explains how your need for financial planning continues through retirement.

What to Avoid When Buying a Long-Term Care Insurance Policy

Blog, InsuranceBy Henssler FinancialJuly 18, 2013

Read our list of eight items you should consider when buying a long-term care insurance policy. Learn more in this Insurance Tip.

Portability of Applicable Exclusion Amount Between Spouses

Blog, Family FinancesBy Henssler FinancialJuly 17, 2013

The estate of the first spouse to die can elect to transfer any unused exclusion amount to the surviving spouse. Read more in this Financial Tip.

Flipping Homes

Blog, TaxBy Henssler FinancialJuly 16, 2013

When flipping a house, your taxes will be different, depending upon whether you are a dealer, an investor or a homeowner. Read more in this Tax Strategist.

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