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Monthly Archives: April 2016

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Test Driving Your Retirement Plan Means Mapping Out Your Liquidity Needs

Blog, In The News, RetirementBy Henssler FinancialApril 29, 2016

In today’s Marietta Daily Journal, Bil Lako, CFP® explains mapping out your liquidity needs for retirement. Read the article.

Health Insurance/Group Medical Used in Business

Blog, Business Owner/Self Employed, InsuranceBy Henssler FinancialApril 29, 2016

Health care coverage is a great employee benefit, and employers have choices in what they offer. We explain in this week’s Business Tip.

What types of nursing care does long-term care insurance cover?

Blog, InsuranceBy Henssler FinancialApril 28, 2016

Long-term care is generally defined by three different levels. Learn more in this week’s Insurance Tip.

Understanding the Fine Points of Capital Gains and Losses

Blog, TaxBy Henssler FinancialApril 27, 2016

Capital gains and losses don’t just apply to stocks. The rules also vary depending on the type of property the asset is. Read all about it in this week’s Tax Tip.

New Rules Affect Retirement Savings Advice

Blog, RetirementBy Henssler FinancialApril 26, 2016

DOL issues new rule for financial professionals if advice provided relates to retirement plans or IRAs. Read more in this week’s Financial Tip.

Test Driving Your Retirement Plan Means Mapping Out Your Liquidity Needs

Case Study, Nearing Retirement, RetirementBy Henssler FinancialApril 25, 2016

Test driving a retirement plan includes identifying the difference between your after-tax income and your desired after-tax spending for any given year.

Market Roundup: Positive Week as Oil Prices Increase

Economy/Stock MarketBy Henssler FinancialApril 25, 2016

Indices began the week with gains as energy stocks stepped up on a slight dip in crude oil. Crude pared earlier losses as the session progressed. The markets closed with mixed moves on Tuesday when both the Dow Jones Industrial Average and S&P 500 index tacked on some points while the NASDAQ traded slightly into red territory.

Accommodating Longevity Risk in Your Financial Plan

Blog, In The News, Personal FinanceBy Henssler FinancialApril 22, 2016

In today’s Marietta Daily Journal, Bil Lako, CFP® explains how longevity risk can be managed with asset allocation. Read the Article

Don’t Have a Retirement Plan? Maybe a SEP Is the Answer

Blog, Business Owner/Self Employed, Retirement, TaxBy Henssler FinancialApril 22, 2016

Just finished your business’s books for 2015? You have up to the due date of your business tax return to establish a SEP. Learn more in this week’s Business Tip.

Life Insurance Ownership and Beneficiary Designations

Blog, InsuranceBy Henssler FinancialApril 21, 2016

Not coordinating your life insurance policy’s ownership & beneficiary designations, may nullify its purpose. Read more in this week’s Insurance Tip.

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