Establishing a Financial Safety Net
Emergencies often cost money—car repairs, hospital bills, lost job, etc. Having a financial safety net in place can ensure that you’re protected when a financial emergency arises.
The IRS is Resuming Collection & Enforcement Activities That Were Paused During COVID-19
Do you have a balance due with the IRS? It’s time to pay up. The IRS is resuming “certain collection and enforcement processes that had been suspended because of the coronavirus pandemic.”
Engaging the Uninterested Spouse in Family Finances
Principal Jennifer Thomas, CFP®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the importance of including an uninterested spouse in household financial and investment conversations. They consider patterns seen among clients and how, as advisers, they work to meet each spouse on a level that they understand.
Market Minute June 2021: Fiscal Spending, Monetary Policy, and Inflation
The Research Analysts at Henssler Financial are keeping an eye on inflation and what the Fed is doing about it throughout the month of June.
In the News: During summer travel, don’t forget to visit your CPA
This week in the Marietta Daily Journal, Bil Lako, CFP®, reminds those who filed a tax extension should get their 2020 returns completed soon to minimize penalties and interest on unpaid taxes due.
Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains
As the economy reopens, consumers and businesses are again experiencing a wide array of shortages and trouble hiring workers, as well as, acquiring sufficient supplies of raw materials and key components needed for manufacturing.
Corporate Debt: Are Juicier Yields Worth the Extra Risk?
Corporations sell bonds to finance operating cash flow and capital investment. Corporate bonds usually offer higher interest rates—and are subject to more risk—than U.S. Treasury securities with comparable maturities. Investors who rely on corporate bonds for retirement income, or to help temper the effects of stock market volatility, should consider the degree of risk they are willing to accept in their bond portfolios.
2021: The Year of Substantial Tax Breaks for Families with Children and Lower-Income Taxpayers
The American Rescue Plan Act included several tax benefits that will impact families with children and lower-income taxpayers during 2021, including increased childcare benefits, an increased child tax credit, as well as advanced monthly payments for some.
During Your Summer Travel, Don’t Forget to Visit Your CPA
Despite the IRS pushing back the 2020 tax return deadline to May 17 this year, many taxpayers still filed for an automatic extension until October 15. Reasons for an extension vary and include needing extra time with your CPA to thoroughly review your options and strategies, time to gather K-1s or corrected 1099 forms, or…
In the News: “Sell in May and go away” is just quack
As seen in the in the Marietta Daily Journal, Bil Lako, CFP®, explains that if you were to “Sell in May and Go Away” you’d have to know the exact perfect time to make a move twice!