Financial Planning for Divorce
There is often a need for financial planning prior to a divorce, as high emotions can lead to poor financial decisions.
Choosing the Right Financial Planner for You
When choosing a financial planner, we suggest interviewing multiple planners, having each outline the services they offer, their education, experience and specialties.
What To Do if You Are a Victim of Identity Theft
There are several steps you can and should take to protect yourself if you are a victim of identity theft. Read this C.P.A. Insight to learn what they are.
It’s Never Too Early To Plan For Year-End
Fourth quarter can be a busy time for businesses, so we suggest businesses begin in early August to plan the needed year-end tax processes.
Investment Expenses
Your subscription to The Wall Street Journal might be tax deductible if there is a credible relation between the advice garnered from your reading the paper to your investment activity.
Taxes—On the Right Track
Tired of saving your receipts in a shoe box for your C.P.A.? We offer several methods for tracking your income and expenses year round.
Tax Tracking List
Whether you are drawing columns on paper or assigning category names in computer software to record transactions, use a basic category list to separate your transactions. Our Tax Tracking List contains a complete list of categories.File your receipts as you receive them throughout the year in the appropriate categories.
Updating Your Estate Plan: Wills
We often talk about life events that trigger financial decisions. However, many of these same events are reasons to update your Will.
Life Insurance Policy Riders
Insurance policy riders provide some kind of benefit to the policy owner by amending either the terms or coverage of the policy. A premium may be charged for a rider, so consider them when obtaining a quote.
Different Types of Whole Life Insurance
There are two categories of life insurance a person can choose to purchase: term or whole life. In most cases, Henssler Financial recommends term insurance over whole life. However, if you choose to purchase whole life insurance, you must decide which type of whole life insurance to purchase.