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Category Archives: Blog

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Aug242016

Is an ABLE account subject to federal tax?

Blog, TaxBy Henssler FinancialAugust 24, 2016

Assets in an ABLE account for a disabled person are generally not subject to income tax, but there are some exceptions. We explain in this week’s Tax Tip.

Aug232016

The Importance of Saving for Retirement at a Young Age

Blog, RetirementBy Henssler FinancialAugust 23, 2016

At 20, you have 40+ years in the workforce ahead of you. This is great news for your retirement savings. Learn more in this week’s Financial Tip.

Aug192016

Making Smart Decisions When Investing in a College Education

Blog, Education Planning, In The NewsBy Henssler FinancialAugust 19, 2016

Today’s Marietta Daily Journal: Bil Lako, CFP® discusses Georgia’s HOPE scholarship and other ways to keep college costs in check. Read the Article

Aug192016

Combining a Vacation With a Foreign Business Trip

Blog, Business Owner/Self Employed, TaxBy Henssler FinancialAugust 19, 2016

Business trip to Paris? Sure! Weekend stay? Why not! Can your spouse tag along? Perhaps! Is it tax deductible? We explain in this week’s Business Tip.

Aug182016

Long-Term Care Planning Checklist

Blog, InsuranceBy Henssler FinancialAugust 18, 2016

When planning long-term care, there are many things to consider. Use this week’s Insurance Tip checklist to help organize your information.

Aug172016

Henssler Financial Promotes McKenzie to Senior Associate

Blog, In The NewsBy Henssler FinancialAugust 17, 2016

Henssler Financial is proud to announce that Jarrett McKenzie, CFP®, CWS®, has been promoted to Senior Associate after demonstrating remarkable initiative in providing individualized attention to clients using a hands-on approach to financial management.

Aug172016

Understanding the Net Investment Income Tax

Blog, TaxBy Henssler FinancialAugust 17, 2016

If your modified adjusted gross income exceeds the thresholds, the net investment income tax applies. Learn more in this week’s Tax Tip.

Aug122016

Banking on an Illiquid Asset to Fund a Future Financial Goal

Blog, In The News, Personal FinanceBy Henssler FinancialAugust 12, 2016

In today’s Marietta Daily Journal, Bil Lako, CFP® explains your options when you have your future tied up in an illiquid asset. Read the Article

Aug122016

Starting or Buying a Business

Blog, Business Owner/Self EmployedBy Henssler FinancialAugust 12, 2016

The success or failure of your business depends on your initial planning. Read about nine factors to consider when planning in this week’s Business Tip.

Aug112016

Surviving Spouse Estate Tax Exclusion

Blog, Estate, TaxBy Henssler FinancialAugust 11, 2016

The estate of the decedent may elect to pass any unused lifetime exclusion to the surviving spouse. Read more in this week’s Tax Tip.

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