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.
Market Minute – August 2020
The Henssler Research Analysts are keeping tabs on possible Inflation from the stimulus, The Consumer, and the Tech War with China in August.
Refinance to Avoid “House Rich, Cash Poor”
The “Money Talks” financial experts delve into a case study of a couple looking to create more liquidity in their plan to delay tapping their retirement funds. Refinancing their home might just do the trick.
Business Valuations: Make Your Business More Attractive to Buyers
Certified Exit Planning Advisor, K.C. Smith, CFP®, explains how a business valuation can help you position your business more attractively for a buyer.
Household Employee Payroll Tax Rules: 7 Things You Need to Do
If you hire a domestic worker to provide services in or around your home, you probably have a tax liability that you don’t know about—or one that you do know about but are ignoring.