IRS Providing Penalty Relief to 1.6 Million Taxpayers
To help struggling taxpayers affected by the COVID-19 pandemic, the IRS is providing penalty relief to most people and businesses who file or filed certain 2019 or 2020 returns late.
Leaving Your Job? Don’t Forget to Take Your 401(k)
Chief Investment Officer Troy Harmon is joined by Justin Wagner, AIF® Client Relationship Manager – Retirement Services, and Giuliana Barbagelata, CFP®, Senior Financial Planner, to discuss a case study on managing your 401(k)s when you change jobs.
September 2022 Market Minute – European Energy Crisis, Dollar Strength, Housing Slowdown
For the month of September, the Henssler Research Analysts are keeping an eye on the increasing energy crisis in Europe, the strength of the U.S. dollar, and the slowdown in housing.
In the News: Bond investing during rising interest rates
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a look at bond investing during a period of rising interest rates.
What an Economic Slowdown Means for Your Small Business
While experts argue over whether or not we’re in a recession, small-business owners have more pressing questions, like, “How is a recession going to affect my business?” We explore ways to survive hard economic times.
Investing: Passive, Active, or Both?
You may be wondering which approach is most effective—passive or active management—but there may be good reasons to hold both in a well-diversified portfolio. We look at some of the pros and cons to consider.
In the News: Taxes and custody—when a minor inherits an IRA
As seen in the Marietta Daily Journal, Bil Lako, CFP® explains that while the generation skipping tax falls under the generous estate exemption amounts, the SECURE Act made some significant changes should you want to leave your retirement accounts to anyone other than your spouse.
How Much Life Insurance Do You Need?
Throughout your life, your need for life insurance will change, but how much do you need? There are a number of approaches to help determine how much life insurance you should have. We look at three of those methods.
Even if You’re Not Required to File a Tax Return, You May Be Missing Out if You Don’t
Some people may choose not to file a tax return because they didn’t earn enough money to be required to file, but many social benefits for lower income individuals require a return to be filed to claim those benefits.
Having a Plan in Retirement
In this Money Talks Minute, Bil Lako, CFP®, highlights how important it is to have a financial plan for retirement so you can achieve your goal of not outliving your assets.