Year-End Financial Moves You Should Make Regardless of Politics
The “Money Talks” experts have a conversation on important financial moves investors and households can make before year-end—regardless of the political outcome.
Five Year-End Investment Tasks
In this episode of Planning Priorities, Henssler Associate Peter Lynch offers details five tasks that investors should do at year-end to help keep your portfolio on track for next year. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The…
In the News: ’Tis the season for giving
In the Marietta Daily Journal, Bil Lako, CFP®, explains that while giving comes from the heart, there are special tax advantages in 2020 for those making charitable donations. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to…
Don’t Miss Out on Year-End Tax-Planning Opportunities
2020 has given rise to more than the usual tax-planning opportunities. You’ll need to act before the end of the year to take advantage of the tax benefits and strategies available for 2020.
Sharing Your Money Values Can Be Part of Your Legacy
When it’s time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money.
Beware of New Text Scam Related to Stimulus Payments
The IRS has warned taxpayers of a clever scheme by internet scammers to dupe taxpayers into revealing their bank account information under the guise of receiving the $1,200 Economic Impact Payment (EIP) that Congress authorized last Spring.
SBA Questioning PPP Borrowers with Loans Over $2 Million
We provide details on the SBA’s audit process for PPP Loans of $2 million or more, as well as the Loan Necessity Questionnaires that will be issued.
Space Race and Cuban Missile Crisis
In our latest Fear Vs. Finance video, we look at how the Space Race and the Cuban Missile Crisis affected the market both short- and long-term.
Proposed Equalizing of Tax Benefits for Retirement Plans
The “Money Talks” hosts discuss one of the tax proposals put forth by President-elect Biden and how it may affect retirement savings.
3 Questions to Consider During Open Enrollment
You can get the most out of open enrollment if you take the time to reach through the information before making any decisions.