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Category Archives: Financial Tips

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Dec162013

Rebalancing and Redesigning

Financial Tips, RadioBy Henssler FinancialDecember 16, 2013

The “Money Talks” hosts discuss some of the year-end portfolio decisions you may have.

Dec122013

Be Aware When Buying Mutual Fund Shares in December

Blog, Financial Tips, In The NewsBy Henssler FinancialDecember 12, 2013

Unless you want to pay taxes on money you didn’t earn, be careful when you buy mutual fund shares in December. Read the Article

Dec102013

Calculating Cost Basis for Bonds

Blog, Financial TipsBy Henssler FinancialDecember 10, 2013

Cost basis reporting for bonds is scheduled to begin in 2014, which may make calculating profits from bond sales easier. Learn more in this Financial Tip.

Dec92013

Beware of Buying Mutual Funds in December

Financial Tips, RadioBy Henssler FinancialDecember 9, 2013

If you are investing in mutual funds, you may want to pay closer attention to the timing of your purchases in December.

Dec32013

It's December…Do You Know Where Your Money Is?

Blog, Financial TipsBy Henssler FinancialDecember 3, 2013

With year-end financial summaries rolling in, it’s a great time to evaluate your investments. Learn more in this Financial Tip.

Nov272013

What will happen to my digital assets if I die or become incapacitated?

Blog, Financial TipsBy Henssler FinancialNovember 27, 2013

You can protect your digital assets by including them in your estate plan, just as you would your physical assets. Read more in this Financial Tip.

Nov202013

Social Security and Medicare Figures for 2014

Blog, Financial Tips, InsuranceBy Henssler FinancialNovember 20, 2013

Social Security beneficiaries will receive a 1.5% cost-of-living adjustment for 2014. Learn more in this Financial Tip.

Nov192013

Not Too Late for Year-End Cash Flow Planning

Blog, Financial Tips, In The NewsBy Henssler FinancialNovember 19, 2013

In this week’s Atlanta Business Chronicle, Bil Lako, CFP® shares his insight on year-end cash flow planning for businesses. Read the Article

Nov182013

Sudden Wealth

Financial Tips, RadioBy Henssler FinancialNovember 18, 2013

If you come into sudden wealth, you should do a cash-flow analysis before you quit your job, move to an exotic island or purchase a yacht.

Nov152013

More Money, More Problems

Blog, Financial Tips, In The NewsBy Henssler FinancialNovember 15, 2013

In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the financial event few people are prepared for: an inheritance. Read the Article

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