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Author Archives: Henssler Financial

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Retirement Planning Options for Business Owners

Blog, Business Owner/Self EmployedBy Henssler FinancialMarch 20, 2015

If you are self-employed or a small business owner, your retirement plan needs differ from those of large employers. Learn your options in this week’s Business Tip.

Can I change the beneficiary on my life insurance policy? If so, how do I do it?

Blog, InsuranceBy Henssler FinancialMarch 19, 2015

Your life insurance company may require you meet certain conditions when you change the beneficiary for your policy. We explain in this Insurance Tip.

Important Times to Seek Assistance from a C.P.A.

Blog, TaxBy Henssler FinancialMarch 18, 2015

Did you know you should consult your C.P.A. when you exercise an employee stock option? We list 18 other reasons to call your C.P.A. in this week’s Tax Tip.

Estate Planning for a Second Marriage

Blog, EstateBy Henssler FinancialMarch 17, 2015

Money is a major cause of stress in any marriage, but it can be especially so in a second one. We explain in this Financial Tip.

Deciding When to Take Social Security Benefits

Case Study, Nearing Retirement, RetirementBy Henssler FinancialMarch 16, 2015

Our experts follow a case study of a couple deciding when to begin taking Social Security benefits.

Choosing a Financial Expert: Brokers & Advisers

Blog, In The News, Personal FinanceBy Henssler FinancialMarch 13, 2015

Generally, a Registered Investment Adviser will design a plan for your future, rather than sell a product. We explain in today’s Marietta Daily Journal. Read the Article

Will the Interest on Your Vehicle Loan be Deductible?

Blog, Business Owner/Self Employed, TaxBy Henssler FinancialMarch 13, 2015

If you pay interest on a loan for a vehicle used for business, part of the interest may be tax deductible. We explain in this Business Tip.

Comparing Long-Term Care Insurance Policies

Blog, InsuranceBy Henssler FinancialMarch 12, 2015

Long-term care insurance policies are not standardized. Learn what to look for when comparing policies in this week’s Insurance Tip.

Don’t Overlook the Spousal IRA

Blog, TaxBy Henssler FinancialMarch 11, 2015

If you’re a non-working spouse, don’t overlook a spousal IRA. It’s the exception to the earned income requirement. Learn more in this Tax Tip.

Converting Your After-Tax 401(k) Dollars to a Roth IRA

Blog, TaxBy Henssler FinancialMarch 10, 2015

Want to take distributions from a 401(k) and convert only the after-tax dollars to a Roth? New rules allow you to do that. Learn more in this Financial Tip.

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