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Author Archives: Henssler Financial

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I’m starting a new job. Which is better, an HMO or a PPO?

Blog, InsuranceBy Henssler FinancialApril 27, 2018

Having to choose between an HMO and a PPO? The differences come down to flexibility and cost. We explain in our Question of the Week.

Tax Reform Limits Exchanges to Defer Taxes

Blog, Business Owner/Self Employed, TaxBy Henssler FinancialApril 26, 2018

Section 1031 exchanges, also known as like-kind exchanges, are now limited to real estate. We explain in this week’s Business Tip.

Is Bunching Right for You?

Blog, TaxBy Henssler FinancialApril 25, 2018

Are your itemized deductions typically roughly equal to the new standard deduction amount? If so, think about using a tax strategy known as bunching. Learn more in this week’s Tax Tip.

Top Economist Roger Tutterow Named Henssler Financial Endowed Chair

Blog, In The NewsBy Henssler FinancialApril 25, 2018

Congratulations to Roger Tutterow, Ph.D., who was appointed as the Henssler Financial Endowed Chair at Kennesaw State University.

Changing Jobs? Know Your 401(k) Options

Blog, RetirementBy Henssler FinancialApril 24, 2018

No matter how you leave your job, you’ll be entitled to your vested 401(k) balance. What you do next with your money has different tax consequences. We explain in this week’s Financial Tip.

Planning Priorities: The Ten Year Rule

Investment Selection, Personal Finance, Retirement, Starting Out, VideoBy Henssler FinancialApril 23, 2018

Bil Lako, CFP®, explains Henssler Financial’s comprehensive financial planning strategy, The Ten Year Rule.

Stocks are a Long-Term Investment; Short-Term Volatility Shouldn’t Matter

Case Study, Investment SelectionBy Henssler FinancialApril 23, 2018

Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss portfolio selection, keeping a long-term view of your investments, and sticking with your investment strategy, especially during market volatility.

Market Roundup: Stocks Closed Higher by Week’s End, But Volatility Continues

Economy/Stock MarketBy Henssler FinancialApril 23, 2018

Stocks kicked off the week strong with all eleven sectors finishing Monday higher and more than half rising at least 1%. Investors brushed off the multi-national missile strike against Syria, instead devoting their attention toward corporate earnings and economic releases. The Dow Jones Industrial Average rose 0.87%, to settle at…

Market Volatility Can Provide a Planning Opportunity

Blog, Economy/Stock Market, In The NewsBy Henssler FinancialApril 20, 2018

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that during volatile market movements, you don’t have to change your portfolio, but you do have an opportunity to use volatility to your advantage.

Should I buy a home or continue renting?

Blog, Your HomeBy Henssler FinancialApril 20, 2018

“To rent or to own,” that is the question! Each has its advantages. On one hand you have the ease of relocating, on the other, equity! We explain in this week’s Question of the Week.

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