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Category Archives: Financial Tips

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Jun242013

Questions to ask Aging Parents

Estate Planning, Financial Tips, RadioBy Henssler FinancialJune 24, 2013

Hosts provide guidance on how to have “The Talk” with elderly parents about their future.

Jun212013

Restricted Stock Requires Planning

Blog, Financial Tips, In The NewsBy Henssler FinancialJune 21, 2013

With restricted stock shares, you may be withholding less than your marginal tax rate and creating a concentrated position. Read the Article

Jun182013

Signs of a Housing Recovery?

Blog, Financial TipsBy Henssler FinancialJune 18, 2013

For the economy as a whole, rising home prices often serve as an indicator that the economy is performing better. Read more in this Financial Tip.

Jun172013

Restricted Stock: Benefits, Taxation and Planning Issues

Financial Tips, Radio, Tax TipsBy Henssler FinancialJune 17, 2013

Hosts discuss the taxation and planning issues of restricted stock.

Jun142013

Restricted Stock Tax Rate Benefits

Blog, Financial Tips, In The News, Tax TipsBy Henssler FinancialJune 14, 2013

In today’s Marietta Daily Journal, Bil Lako, CFP® explains how restricted stock is taxed, and the pros and cons of the 83(b) election. Read the Article

Jun112013

Just How Risky Is Your Portfolio?

Blog, Financial TipsBy Henssler FinancialJune 11, 2013

You may think of risk in terms of loss, but you should also think of it in terms of not meeting your financial goals. Learn more in this Financial Tip.

Jun72013

Creative Employee Compensation

Blog, Financial Tips, In The NewsBy Henssler FinancialJune 7, 2013

Bil Lako, CFP®, explains in today’s Marietta Daily Journal how some employers may offer shares of restricted stock as compensation. Read the Article

Jun42013

Understanding 401(k) Plan Fees and Expenses

Blog, Financial TipsBy Henssler FinancialJune 4, 2013

Fees and expenses are factors that may affect your investment returns, and therefore impact your retirement income. Read more in this Financial Tip.

Jun32013

Investing Outside of Your Financial Adviser

Financial Tips, RadioBy Henssler FinancialJune 3, 2013

Is it OK to have an investment account that your financial adviser doesn’t know about?

Jun32013

Your First Job Is the Time to Start Planning For Retirement

Financial Tips, RadioBy Henssler FinancialJune 3, 2013

Bil Lako, CFP® and Dr. Gene explain which accounts a new investor should use to save for retirement.

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