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Monthly Archives: October 2014

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  3. October

Repeated Warning about Phone Scams

Blog, TaxBy Henssler FinancialOctober 22, 2014

Your first contact with the IRS will not be a phone call, but an official correspondence sent through the mail. We explain in this Tax Tip.

Saving or Investing: Is There a Difference?

Blog, Investment Selection, Personal FinanceBy Henssler FinancialOctober 21, 2014

The terms “saving” and “investing” may be used interchangeably, but understanding how they are different may help you in working toward financial goals for you and your family. We explain in this Financial Tip.

The Use of Trusts as a Beneficiary for Your Retirement Accounts

Estate, RetirementBy Henssler FinancialOctober 20, 2014

A common trend among investors is naming a trust as the beneficiary of their IRAs and then naming their non-spouse heir as beneficiary of the trust.

Consider Long-Term Care Before Gifting Assets to Your Heirs

Blog, InsuranceBy Henssler FinancialOctober 17, 2014

In today’s @mdjonline, Bil Lako, CFP® explains why you need to consider long-term care needs before gifting assets. Read the Article.

Should I buy an existing business or start from scratch?

Blog, Business Owner/Self EmployedBy Henssler FinancialOctober 16, 2014

For some people, the simplicity of starting out in an established business outweighs the disadvantages. Learn what we mean in this week’s Business Tip.

Do I Have to Pay Taxes When Working Abroad?

Tax, VideoBy Henssler FinancialOctober 15, 2014

The hosts of “Money Talks” discuss the criteria of the Foreign Income Tax Exclusion and the tax consequences of working abroad.

Know the Rules before You Break Open Your Retirement Piggy Bank

Blog, Retirement, TaxBy Henssler FinancialOctober 15, 2014

Before withdrawing from a retirement plan, carefully consider the resulting decrease in your retirement savings. Read on in this Tax Tip.

Members of the Military: Personal Financial Planning

Blog, Personal FinanceBy Henssler FinancialOctober 14, 2014

Military servicemembers have unique sources of income and savings options, making financial planning important. Learn more in this Financial Tip.

Consistent Investing Can Pay Off

Investment SelectionBy Henssler FinancialOctober 13, 2014

We always maintained that investors should stay invested and not make decisions based on fear of volatility.

How Hands-On Are You With Your Retirement?

Blog, RetirementBy Henssler FinancialOctober 10, 2014

Are you Retirement Planning? 56% of workers haven’t calculated how much money to save. Learn more in our infographic.

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