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Category Archives: Financial Tips

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Dec122014

Trusts: Providing for Family and Donations

Blog, Financial Tips, In The NewsBy Henssler FinancialDecember 12, 2014

A way to provide for your family and help a non-profit organization is to establish a charitable trust. We explain in today’s Marietta Daily Journal. Read the Article

Dec92014

Importance of Timing a Roth IRA Conversion: An Example

Blog, Financial Tips, Tax TipsBy Henssler FinancialDecember 9, 2014

We don’t time the market, but we do time Roth IRA conversions to minimize your tax liability. We explain in this week’s Financial Tip.

Dec82014

Give Your Gift to Charity, Not the IRS

Financial Tips, Radio, Tax TipsBy Henssler FinancialDecember 8, 2014

Charitable donations can reduce your tax liability. However, if you donate appreciated stocks, you can also avoid capital gains taxes.

Dec22014

Four Questions to Ask Before You Open Your Wallet

Blog, Financial TipsBy Henssler FinancialDecember 2, 2014

Ask yourself these questions first, and you may forgo buyer’s remorse and stay on track to meet your financial goals. Learn more in this Financial Tip.

Nov252014

Helping Your Parents Manage Their Finances

Blog, Financial TipsBy Henssler FinancialNovember 25, 2014

Talking to your aging parents about their finances isn’t easy. We provide some tips in this week’s Financial Tip.

Nov242014

Retirement Accounts Need Some Year-End Attention

Financial Tips, RadioBy Henssler FinancialNovember 24, 2014

In the midst of all the upcoming holiday fuss, you need to keep track of the year-end deadlines for contributions and distributions from your retirement accounts.

Nov212014

Retirement Accounts Need Some Year-End Attention

Blog, Financial Tips, In The NewsBy Henssler FinancialNovember 21, 2014

In today’s Marietta Daily Journal, Bil Lako, CFP® explains some year-end deadlines for retirement accounts. Read the Article

Nov172014

Affect Your Taxes by Carefully Handling Gains and Losses

Financial Tips, Radio, Tax TipsBy Henssler FinancialNovember 17, 2014

If you have losses in certain stocks or bonds, you may be able to sell them for a loss to offset any capital gains you recognized during the year.

Nov112014

Investor, Know Thyself: How Your Biases Can Affect Investment Decisions

Blog, Financial TipsBy Henssler FinancialNovember 11, 2014

Over the past few decades, a field has emerged that examines how human psychological factors influence economic and financial decisions. Understanding these biases may help you avoid questionable calls in the heat of the financial moment.

Nov42014

IRA and Retirement Plan Limits for 2015

Blog, Financial TipsBy Henssler FinancialNovember 4, 2014

The income limits for deductible traditional IRA contributions has increased for 2015. Learn more in this Financial Tip.

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