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Category Archives: Blog

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Jul262013

Tax Tips for the Well-Traveled Businessperson

Blog, Business Owner/Self Employed, TaxBy Henssler FinancialJuly 26, 2013

Many business travel related expenses are deductible, but there are rules that you must follow. Read all about it in this Business Tip.

Jul252013

Tax-Deferred Annuities: Are They Right for You?

Blog, Insurance, TaxBy Henssler FinancialJuly 25, 2013

Tax-deferred annuities can be a valuable tool, but there are other tax-deferred savings plans to consider first. Read more in this Insurance Tip.

Jul242013

Turning 70½ This Year?

Blog, TaxBy Henssler FinancialJuly 24, 2013

At age 70½, you’ll face several decisions regarding your retirement accounts that will affect your taxes. Learn more in this Tax Tip.

Jul232013

Understanding Investment Terms and Concepts

Blog, Investment SelectionBy Henssler FinancialJuly 23, 2013

Investment jargon often sounds like a foreign language. Read our primer on understanding investment terms and concepts in this Financial Tip.

Jul192013

Quickbooks Tip: How to Create a Progress Invoice from an Estimate

Blog, Business Owner/Self Employed, Quickbooks TipsBy Henssler FinancialJuly 19, 2013

QuickBooks’ progress invoicing feature will let you bill customers for one segment of a large project as they come. Learn how in this Quickbooks Tip.

Jul192013

In the News: Retirement strategies for your 60s

Blog, In The NewsBy Henssler FinancialJuly 19, 2013

In the Marietta Daily Journal, Bil Lako, CFP® explains how your need for financial planning continues through retirement.

Jul182013

What to Avoid When Buying a Long-Term Care Insurance Policy

Blog, InsuranceBy Henssler FinancialJuly 18, 2013

Read our list of eight items you should consider when buying a long-term care insurance policy. Learn more in this Insurance Tip.

Jul172013

Portability of Applicable Exclusion Amount Between Spouses

Blog, Family FinancesBy Henssler FinancialJuly 17, 2013

The estate of the first spouse to die can elect to transfer any unused exclusion amount to the surviving spouse. Read more in this Financial Tip.

Jul162013

Flipping Homes

Blog, TaxBy Henssler FinancialJuly 16, 2013

When flipping a house, your taxes will be different, depending upon whether you are a dealer, an investor or a homeowner. Read more in this Tax Strategist.

Jul122013

In the News: 40s a Time for Financial Goals

Blog, In The News, Personal FinanceBy Henssler FinancialJuly 12, 2013

Competing financial goals? A mid-year financial checkup can help ensure you’re not sacrificing one goal for another.

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