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Category Archives: Blog

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Dec272013

When it is Time to Redesign

Blog, In The News, Investment Selection, Personal FinanceBy Henssler FinancialDecember 27, 2013

The process of changing the percentage of assets invested in different asset classes is known as reallocation or redesigning. We explain how in this week’s Marietta Daily Journal Article.

Dec262013

New Mortgage Rules Scheduled to Take Effect in January

Blog, Your HomeBy Henssler FinancialDecember 26, 2013

Borrowers may find they need to provide lenders with additional documentation that they may not have had to in the past.

Dec232013

2013 Year-End Tax Planning Considerations

Blog, TaxBy Henssler FinancialDecember 23, 2013

As the end of the 2013 tax year approaches, we’ve listed some things to keep in mind as you consider potential year-end tax moves. Read on in this Tax Tip.

Dec202013

Rebalancing Your Portfolio

Blog, In The News, Investment SelectionBy Henssler FinancialDecember 20, 2013

If you are looking at your investments at year end, it is a good time to evaluate your investment decisions. We explain how in this week’s Marietta Daily Journal Article.

Dec202013

Take Advantage of the IRA-to-Charity Transfer

Blog, TaxBy Henssler FinancialDecember 20, 2013

For 2013, if you are age 70½ and older, you are allowed to make direct distributions (up to $100,000) from your Traditional or Roth IRA account to a charity. Read more in this Tax Strategist.

Dec202013

Your 2013 Tax Bill May Give You a Shocker

Blog, TaxBy Henssler FinancialDecember 20, 2013

Many higher-income taxpayers are in for a shock when their 2013 income tax returns are prepared. In 2013, a significant number of tax increases, and new limitations on deductions, will impact higher income taxpayers. Read more in this Tax Strategist.

Dec192013

Personal Automobile Insurance Policy: Endorsements & Deductibles

Blog, InsuranceBy Editorial TeamDecember 19, 2013

You can broaden your personal auto policy coverage or delete certain exclusions by adding an endorsement. Learn how in this Insurance Tip.

Dec192013

Personal Automobile Insurance Policy: Endorsements & Deductibles

Blog, InsuranceBy Henssler FinancialDecember 19, 2013

You can broaden your personal auto policy coverage or delete certain exclusions by adding an endorsement. Learn how in this Insurance Tip.

Dec182013

Planning Pension Distributions

Blog, TaxBy Henssler FinancialDecember 18, 2013

If you are able to plan your pension withdrawals, you can save considerable tax dollars. Read all about it in this Tax Tip.

Dec172013

Should You Roll Your 401(k) to an IRA?

Blog, RetirementBy Henssler FinancialDecember 17, 2013

Investment selection is just one of the many aspects to consider when deciding to roll a 401(k) to an IRA. Read more in this Financial Tip.

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