3 Things to Consider Before Your Next Trip
Are you stir-crazy and just need to get away? Are you required to travel for business? Before you plan your next trip, read the three things you should consider.
Wealth Transition and Succession Planning: Best Practices for Businesses During COVID-19
Wealth transition and succession planning were always complicated processes—COVID-19 did not do it any favors.
In the News: A Tale of Debt, Deficit, and Inflation
In the Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at our federal debt and if we should be concerned about how the government spends. 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 be…
Is Your Child Eligible for a $500 Economic Impact Payment?
If your child received Social Security, Supplemental Security Income, Department of Veterans Affairs or Railroad Retirement Board benefits and did not file a tax return for 2018 or 2019, they may be eligible for an Economic Impact payment.
Dealing with Catastrophic Property Loss
Although disasters usually strike without warning, there are measures you can take both before and after they strike to protect your property and your finances.
A Tale of Debt, Deficit, and Inflation
The “Money Talks” hosts take a listener’s question, “Should we be alarmed by federal debt?” and provide a deeper look at our national debt and how it is “offset” by GDP growth.
In the News: Refinance to avoid “house rich, cash poor”
In the Marietta Daily Journal, Bil Lako, CFP®, explains how in retirement, if you’re following a Ten Year Rule, you have 10 years of liquid assets to pay for your living expenses—including your mortgage—mostly protected from any economic change that may or may not happen.
Accumulating Funds for Short-Term Goals
We provide basic guidelines to help you accumulate funds for a short-term goal, such as a wedding or a down payment on a home.
4 Things to Consider Before Refinancing Your Home
Mortgage refinancing applications surged in the second week of March 2020, jumping by 79%— the largest weekly increase since November 2008. As a result, the Mortgage Bankers Association nearly doubled its 2020 refinance originations forecast to $1.2 trillion, the strongest refinance volume since 2012.1 Low mortgage interest rates have prompted many homeowners to think about…
Watch Out for Tax Penalties
With the July 15 tax filing deadline behind us, it’s time to start thinking about your 2020 taxes.