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Category Archives: Blog

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Mar12012

Insurance Planning—Are You Covered If…?

Blog, InsuranceBy Henssler FinancialMarch 1, 2012

It’s best to know what your insurance covers before you need to make a claim on your policy. Learn more in this week’s Insurance Tip.

Feb292012

New Reporting Requirement for Individuals with Foreign Financial Assets

Blog, TaxBy Henssler FinancialFebruary 29, 2012

New this tax filing season: If you hold “specified foreign financial assets” you may have to file IRS Form 8938. Find out more in this week’s Tax Tip.

Feb282012

Leaving a Legacy

Blog, EstateBy Henssler FinancialFebruary 28, 2012

There are four ways your property will pass on to your heirs. Now is the time to make sure arrangements are in order. Find out more in this week’s Financial Tip.

Feb242012

DOL 401(k) Plan Disclosure Rules Take Effect Soon

Blog, Business Owner/Self Employed, RetirementBy Henssler FinancialFebruary 24, 2012

New rules are requiring 401(k) plans to provide detailed information to participants about the plan and its investments. Learn more in this week’s Business Tip.

Feb232012

Business Owner Succession Planning

Blog, Business Owner/Self Employed, InsuranceBy Henssler FinancialFebruary 23, 2012

What will happen to your small business when you retire? Think about how you’ll transfer ownership now. Learn about Business Owner Succession Planning in this week’s Insurance Tip.

Feb222012

Don’t be Scammed by Tax Season Cyber Criminals

Blog, Cybersecurity, TaxBy Henssler FinancialFebruary 22, 2012

There is one and only one instance when you can ignore the “IRS” — phishing scams. Learn what to look for in this week’s Tax Tip.

Feb212012

Women and Estate Planning

Blog, Estate, Financial Issues Facing WomenBy Henssler FinancialFebruary 21, 2012

They say men are from Mars and women are from Venus, but is this true when it comes to estate planning? Find out in this week’s Financial Tip.

Feb172012

Creating Entity to Hold Real Estate Separately

Blog, Business Owner/Self Employed, TaxBy Henssler FinancialFebruary 17, 2012

Creating a separate entity, such as a partnership, to hold your real estate provides both insurance and tax advantages. Read more in this Business Tip.

Feb162012

Are Withdrawals from a Cash Value Life Insurance Policy Ever Tax Free?

Blog, Insurance, TaxBy Henssler FinancialFebruary 16, 2012

Before you withdraw from your cash value life insurance policy, be aware of your basis and any surrender charges. Learn more in this week’s Insurance Tip.

Feb152012

If I Work at Home Occasionally, am I Entitled to a Home Office Deduction?

Blog, Business Owner/Self Employed, Tax, Your HomeBy Henssler FinancialFebruary 15, 2012

You have a home office, but can you deduct it on your taxes? Before you do, make sure you pass two tests from the IRS. Find out in this week’s Tax Tip.

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