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Category Archives: Financial Tips

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Jan222018

Case Study: Private School Tuition is Now a Qualified Education Expense for 529 Plans

Case Study, Financial Tips, RadioBy Henssler FinancialJanuary 22, 2018

Principal Jennifer J. Thomas, CFP®, and Managing Associate D.J. Barker, CWS®, join Troy Harmon, CFA, CVA to discuss the changes the Tax Cuts and Jobs Act made to 529 Plans, now allowing withdrawals of up to $10,000 for private elementary and high school tuition.

Jan162018

Demographic Dilemma: Is America’s Aging Population Slowing Down the Economy?

Blog, Financial TipsBy Henssler FinancialJanuary 16, 2018

Roughly 1.2 million baby boomers will retire this year. And next year. And the year after that, and so on. We take a look at what that may mean for our economy in this week’s Financial Tip.

Jan162018

Demographic Dilemma: Is America's Aging Population Slowing Down the Economy?

Blog, Financial TipsBy Henssler StaffJanuary 16, 2018

Roughly 1.2 million baby boomers will retire this year. And next year. And the year after that, and so on. We take a look at what that may mean for our economy in this week’s Financial Tip.

Jan122018

Recharacterization is Off the Table

Blog, Financial Tips, In The News, Tax TipsBy Henssler FinancialJanuary 12, 2018

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how going forward, Traditional to Roth IRA conversions are a permanent decision for investors. Read the Article

Jan102018

Refinancing Your Mortgage

Blog, Financial TipsBy Henssler FinancialJanuary 10, 2018

There are many reasons to refinance your home besides getting a lower interest rate. We explore the reasons in this week’s Financial Tip.

Jan82018

Case Study: Recharacterization is Off the Table

Case Study, Financial Tips, RadioBy Henssler FinancialJanuary 8, 2018

This week on “Money Talks,” Bil Lako, CFP®, Troy Harmon, CFA, CVA, and Jarrett McKenzie, CFP®, CWS®, discuss a provision in the tax law that eliminates recharacterization of IRA conversions. Jarrett explains how this can affect the financial planning strategy.

Jan32018

Don’t Delay: The Potential Benefits of Starting to Save Now

Blog, Financial TipsBy Henssler FinancialJanuary 3, 2018

Compounding happens when you earn returns on your invested money and then you reinvest your returns so that money can also earn returns. It seems magical the longer you let it ride! Learn more in this week’s Financial Tip.

Jan32018

Don't Delay: The Potential Benefits of Starting to Save Now

Blog, Financial TipsBy Henssler StaffJanuary 3, 2018

Compounding happens when you earn returns on your invested money and then you reinvest your returns so that money can also earn returns. It seems magical the longer you let it ride! Learn more in this week’s Financial Tip.

Dec302017

Eye on Your Money: Not All Business Tax Cuts Are Simple

Blog, Financial Tips, In The News, Tax TipsBy Henssler FinancialDecember 30, 2017

Hannity finance expert and Principal of Henssler Financial, Bil Lako, CFP®, weighs in on the new tax bill. Read the Article

Dec262017

How Much Risk Can You Take?

Blog, Financial TipsBy Henssler FinancialDecember 26, 2017

The amount of risk in your portfolio should reflect your ability to endure periods of market
volatility, both financially and emotionally. Learn what questions to ask yourself in this week’s Financial Tip.

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