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Category Archives: Blog

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Jun202019

How can I save money on summer travel?

Blog, Personal FinanceBy Editorial TeamJune 20, 2019

Follow these money-saving tips when planning your next vacation to help make it more affordable. 1. Join a Frequent Flyer Program It will probably take time to accumulate frequent flyer points, but the perks can be worth it. Depending on the program, rewards can include cheaper fares, upgrades, free companion tickets, and more. 2. Be…

Jun192019

Gift and Estate Tax Primer

Blog, Estate, Family Finances, TaxBy Editorial TeamJune 19, 2019

The tax code places limits on the amounts that individuals can gift to others without paying taxes. We explain in this week’s Tax Tip.

Jun182019

Life Insurance Needs: Capital Retention Approach

Blog, InsuranceBy Henssler FinancialJune 18, 2019

The capital retention approach to life insurance helps preserve capital for heirs when the surviving spouse dies. Read more in this Insurance Tip.

Jun142019

Spear Phishing

Blog, CybersecurityBy Editorial TeamJune 14, 2019

The incidence of spear phishing continues to increase. At Henssler, even though our in-bound email is filtered through two different third-party services, well-crafted spear phishing attempts can still make it through.

Jun142019

Business Owners: Three Things to Consider before Adding a Financial Wellness Program to Your Benefits Package

Blog, Business Owner/Self EmployedBy Editorial TeamJune 14, 2019

In an IFEBP survey, 96% of employers said employees’ personal financial issues had an impact on their overall job performance. We list three things to consider before adding a financial wellness program to your benefits package in this week’s Business Tip.

Jun132019

How Can I Manage My Money in a Gig Economy?

Blog, Personal FinanceBy Editorial TeamJune 13, 2019

If you are one of the 16.5 million people who rely on contingent or alternative work arrangements, you need to pay close attention to your finances in order to make up for any gaps in earnings that may occur between jobs. We explain in this Question of the Week.

Jun122019

Read This before Tossing Old Tax Records!

Blog, TaxBy Editorial TeamJune 12, 2019

If you’re about to apply the KonMari method to your tax paperwork – READ THIS FIRST! While it may not spark joy, you need to keep some tax paperwork in case of an audit. We explain in this week’s Tax Tip.

Jun112019

Exchange-Traded Funds: ETF Strategies Can Be Trendy or Tried-and-True

Blog, Investment SelectionBy Editorial TeamJune 11, 2019

As of January 2019, there were 2,007 exchange-traded funds (ETFs) listed in the United States, with about $3.6 trillion in total assets. Assets held in ETFs have more than tripled since 2010, while the number of ETFs has more than doubled.1 An ETF is a portfolio of securities assembled by an investment company, similar to…

Jun72019

Employees’ Fringe Benefits after Tax Reform

Blog, Business Owner/Self Employed, TaxBy Editorial TeamJune 7, 2019

We review the most frequently encountered fringe benefits, including those that were and were not impacted by tax changes, in this week’s Business Tip.

Jun62019

I Just Graduated from College…How do I Manage My Personal Finances?

Blog, Starting OutBy Editorial TeamJune 6, 2019

Though you may not have given much thought to your financial future when you were in college, you have new financial challenges and goals to consider. We guide you through some in this Question of the Week.

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