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Category Archives: Financial Tips

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Apr82013

Roth 401(k) Conversions

Financial Tips, RadioBy Henssler FinancialApril 8, 2013

The 2012 Tax Act allows for 401(k) in-plan Roth conversions, but is it a good financial idea to do so?

Apr82013

Focusing on Your Savings Rate

Financial Tips, RadioBy Henssler FinancialApril 8, 2013

Before you concern yourself with performance and fees, you need to focus on how much you save.

Apr52013

Making Every Penny Count

Blog, Financial Tips, In The NewsBy Henssler FinancialApril 5, 2013

In today’s Marietta Daily Journal, Bil Lako, CFP® provides guidance on creating your household budget. Read the Article

Apr22013

Financial Tips for Obtaining a Mortgage Loan

Blog, Financial TipsBy Henssler FinancialApril 2, 2013

Mortgage lenders are tightening up their mortgage lending requirements. We offer three tips to help you qualify in this week’s Financial Tip.

Mar292013

Learn to Budget, Spend Wisely

Blog, Financial Tips, In The News, Tax TipsBy Henssler FinancialMarch 29, 2013

In today’s Marietta Daily Journal, Bil Lako, CFP® explains why “pay yourself first” is one of the most important steps in your budget. Read the Article

Mar262013

Cost-of-Living Adjustments: What They Are and Why They Matter

Blog, Financial TipsBy Henssler FinancialMarch 26, 2013

Cost-of-living adjustments help keep inflation from eating away your retirement income. Learn more in this Financial Tip.

Mar252013

Preparing for Retirement

Financial Tips, RadioBy Henssler FinancialMarch 25, 2013

Henssler’s Research Analysts discuss the Employee Benefit Research Institute’s annual Retirement Confidence Survey and analyze Americans’ retirement savings habits.

Mar222013

Determine if You Have Too Much Debt

Blog, Financial Tips, In The NewsBy Henssler FinancialMarch 22, 2013

In today’s Marietta Daily Journal, Bil Lako CFP®, provides a few formulas to help you determine your level of debt. Read the Article

Mar192013

There's Still Time to Contribute to an IRA for 2012

Blog, Financial TipsBy Henssler FinancialMarch 19, 2013

Have you made your 2012 IRA Contribution yet? You still have time. Learn more in this Financial Tip.

Mar182013

Revenue Harvesting

Financial Tips, RadioBy Henssler FinancialMarch 18, 2013

Bil Lako, CFP®, and Dr. Gene offer advice to a long-time listener on how to sell investments for his retirement years.

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