What to Do if You Receive an Incorrect 1099-G
We explain what to do if you received a 1099-G for unemployment benefits you didn’t receive.
Retiring Early? Don’t Overlook Health Care Costs
The financial Experts team up to discuss how extra financial planning is needed if you intend to retire early—not because the retirement period is longer—but because of the substantial health care costs between your early retirement age and when you are eligible for Medicare.
In the News: Recession Recovery and More Stimulus
In the Marietta Daily Journal, Bil Lako, CFP®, explains how the average investor is asking, “Did we have a recession?” in the same breath that they say, “Well, with the economy in a recession right now…”
What Is a Joint Venture?
When multiple business entities make a decision to start a new business together as a cooperative arrangement, they form what is known as a joint venture. In creating a joint venture, each of the involved entities agrees to what assets they will contribute, how they are going to distribute income and share expenses, and how the new entity will move forward.
A Financial Wellness Plan Can Help Pave the Road to Retirement
If we’ve learned any lesson over the past year, it’s that no matter how carefully we plan and prepare, we’ll likely encounter unexpected hurdles. While a global pandemic has certainly underscored the need to pay close attention to our physical wellness, it has also revealed the need to shore up our financial wellness. According to…
Solar Tax Credit Extended for Two Years
Thinking about going solar? There’s a lot to consider before making the final decision. Is it worth it, and is it the right financial move for you?
Recession Recovery and More Stimulus
The “Money Talks” Experts discuss our current economic cycle, fears of inflation and the mixed inflationary signs, and the need for additional stimulus.
In the News: Ramp Up Your Savings Not Your Aggressiveness
In the Marietta Daily Journal, Bil Lako, CFP®, explains that when retirement is about 10 years away, instead of trying to juice your account balance by chasing returns, the better strategy is to save more aggressively. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All…
Tax Consequences of PPP Loans
If you are a small-business owner, chances are you have heard of and dealt with the headaches surrounding the Paycheck Protection Program, deferral of payroll taxes, and remote working. Tax and Business Consultant Emily Rubenstein, CPA, shares the tax consequences some small-business owners may face in this Small Business Minute. This article is for demonstrative…
Employee Retention Credit Extended
To help trades and businesses to retain employees and keep them employed during the COVID-19 crisis, the Coronavirus Aid, Relief, and Economic Security (CARES) Act created the Employee Retention Credit for 2020. As part of the Consolidated Appropriations Act, 2021 (CCA), the credit has been extended through June 2021.