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Author Archives: Henssler Financial

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Sixteen Experts from Henssler Financial Named to Atlanta’s 2014 Five Star Professionals Lists

Blog, In The NewsBy Henssler FinancialOctober 28, 2014

Congratulations to the Henssler Associates and Tax Consultants who made the 2014 Five Star Professionals lists!

Social Security and Medicare Figures for 2015

Blog, InsuranceBy Henssler FinancialOctober 28, 2014

Social Security and SSI beneficiaries will receive a cost-of-living adjustment for 2015. See the other changes for 2015 in this week’s Financial Tip.

Why You Need a Meaningful Investment Policy Statement

Investment Selection, Personal FinanceBy Henssler FinancialOctober 27, 2014

An investment policy statement can keep you on track during market volatility because it serves as your promise to your financial future to not act hastily during normal market fluctuations.

Emotions Can Drive Poor Market Decisions

Blog, Economy/Stock Market, In The NewsBy Henssler FinancialOctober 24, 2014

The markets are due for a pullback. Should you worry? Nope. Bil Lako, CFP®, tells you why in this week’s Marietta Daily Journal. Read the Article

Phantom Stock

Blog, Business Owner/Self EmployedBy Henssler FinancialOctober 24, 2014

Phantom stock is the right to receive a bonus at a specified date based upon the performance of phantom shares. Learn more in this Business Tip.

Cash Value Life Insurance for Education Savings

Blog, InsuranceBy Henssler FinancialOctober 23, 2014

You should not buy life insurance solely for funding college tuition. Consider it only when you have an insurance need. Read more in this Insurance Tip.

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.

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