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Category Archives: Financial Tips

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Feb272020
Reducing Debt

Six Tips To Reducing Debt

Blog, Financial Tips, Question of the WeekBy Henssler StaffFebruary 27, 2020

Your personal finances can benefit from a good spring cleaning! Read our six tips to reducing debt.

Feb242020

Case Study – The Peace of Mind of Having Money When You Need It

Case Study, Featured, Financial Tips, RadioBy Henssler StaffFebruary 24, 2020

The “Money Talks” experts team up to discuss the Henssler Ten Year Rule and how it applies to moving money to fixed investments prior to retirement.

Feb242020
Is It Time to Review Your IRA Estate Planning Strategies?

Is It Time to Review Your IRA Estate Planning Strategies?

Blog, Estate Planning, Financial Tips, Tax TipsBy Henssler StaffFebruary 24, 2020

The SECURE Act substantially restricts the “stretch” IRA provision. We explain the new rules and notable exceptions.

Feb212020

Charitable giving using life insurance

Featured, Financial Tips, In The NewsBy Henssler StaffFebruary 21, 2020

In today’s Marietta Daily Journal, Bil Lako, CFP®, Bil Lako, CFP® explains how using life insurance could significantly increase how much you donate to your favorite charity. 

Feb202020
Credit Score

Four Ways You Can Improve Your Credit Report

Blog, Financial TipsBy Henssler StaffFebruary 20, 2020

We explain four things you can do to help you improve what’s on your credit report.

Feb172020
Annual LImits

2020 Annual Limits Relating to Financial Planning

Financial Tips, Tax TipsBy Henssler FinancialFebruary 17, 2020

Every number you may need! Download our 2020 Annual Limits Relating to Financial Planning quick reference sheet, download it here!

Feb172020
IRA contribution

There’s Still Time to Contribute to an IRA for 2019

Financial Tips, BlogBy Henssler StaffFebruary 17, 2020

Have you made your 2019 IRA Contribution yet? You still have time.

Feb142020

Follow The Money

Featured, Financial Tips, In The NewsBy Henssler StaffFebruary 14, 2020

In today’s Marietta Daily Journal, Bil Lako, CFP®, shares a piece of advice that might help you avoid unfavorable financial situations.

Feb132020
Calculating Your Net Worth

How To Calculate Your Net Worth

Blog, Financial Tips, Question of the WeekBy Henssler FinancialFebruary 13, 2020

Two people may have the same annual income, but very different net worth.

Feb102020

Case Study: Follow the Money

Case Study, Featured, Financial Tips, RadioBy Henssler StaffFebruary 10, 2020

The “Money Talks” hosts discuss the situation of an investor who was working with a broker who put him in very speculative investments. They cover Dr. Gene’s rule of, “Follow the money,” as well as how we approach developing a financial plan.

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