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Category Archives: Financial Tips

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  2. Category "Financial Tips"
Apr252016

Case Study: Test Driving Your Retirement Plan Means Mapping Out Your Liquidity Needs

Case Study, Financial Tips, RadioBy Henssler FinancialApril 25, 2016

Test driving a retirement plan includes identifying the difference between your after-tax income and your desired after-tax spending for any given year.

Apr222016

Accommodating Longevity Risk in Your Financial Plan

Blog, Financial Tips, In The NewsBy Henssler FinancialApril 22, 2016

In today’s Marietta Daily Journal, Bil Lako, CFP® explains how longevity risk can be managed with asset allocation. Read the Article

Apr192016

What is the federal funds rate?

Blog, Financial TipsBy Henssler FinancialApril 19, 2016

Does the federal funds rate affect your borrowing rate? You may be surprised. We explain in this week’s Financial Tip.

Apr182016

Case Study: Accommodating Longevity Risk in Your Financial Plan

Case Study, Financial Tips, RadioBy Henssler FinancialApril 18, 2016

Our experts discuss a case study about incorporating the risk of longevity into your comprehensive financial plan.

Apr152016

Be Wary of Variable Annuities

Blog, Financial Tips, In The News, InsuranceBy Henssler FinancialApril 15, 2016

Investors who have annuity contracts with capital gains are in a sweet spot to take advantage of a 1035 exchange. We explain in today’s Marietta Daily Journal. Read the Article

Apr122016

What's New in the World of Higher Education?

Blog, Financial TipsBy Henssler FinancialApril 12, 2016

Things are changing in the world of higher education. Get the skinny on costs, debt and FAFSA deadlines in this week’s Financial Tip.

Apr112016

Case Study: Changing Annuities

Case Study, Financial Tips, Insurance, RadioBy Henssler FinancialApril 11, 2016

Our experts discuss annuities with a long-term care component and how they may be able to offset issues investors may have obtaining long-term care coverage.

Apr82016

Saving Tax-Exempt Retirement Funds with Roth 401(k) Contributions

Blog, Financial Tips, In The NewsBy Henssler FinancialApril 8, 2016

In today’s Marietta Daily Journal, Bil Lako, CFP® highlights the benefits of Roth 401(k) contributions. Read the Article

Apr42016

Case Study: Saving Tax-Exempt Funds with Roth 401(k) Contributions

Case Study, Financial Tips, RadioBy Henssler FinancialApril 4, 2016

Our experts discuss whether an investor should make traditional or Roth 401(k) contributions.

Apr12016

It’s Time to Stretch—Not Your Muscles, but Your IRA

Blog, Financial Tips, In The NewsBy Henssler FinancialApril 1, 2016

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how long your IRA can last with different beneficiaries. Read the Article

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