Planning Priorities: Refinancing in Today’s Low Interest Rate Environment
Senior Associate Jarrett McKenzie, CFP®, CWS®, explores some of the opportunities today’s low interest rate environment offers homeowners.
Financial Plan Adjustments During a Forced Retirement
The Money Talks” hosts provide planning advice for a couple where COVID-19 layoffs forced one spouse into early retirement. While they can make it work on one salary, they have realized her retirement might last 30 years.
SBA Issues a Simplified PPP Loan-Forgiveness Application
The original PPP loan forgiveness application practically required an accounting degree to figure it out. We explain the SBA’s new simplified form: SBA Form 3508EZ.
In the News: Determining your retirement withdrawal rate
In the Marietta Daily Journal, Bil Lako, CFP®, recommends calculating your retirement withdrawals based on your liquidity needs, not your age or some other market factor.
FAFSA for 2021-2022 Academic Year Opened on October 1
Your income from two years prior is what counts on the FAFSA. For example, the 2021-2022 FAFSA will rely on income information in your 2019 tax return.
Solar Tax Credit is Sunsetting Soon
Thinking about going solar? You might be eligible for a federal tax credit for the purchase and installation costs.
Enterprise Value
Certified Exit Planning Advisor, K.C. Smith, CFP®, explains how important it is for business owners to have a plan so they can sell their business at a maximum price with the best terms when they are ready to retire.
Determining Your Retirement Withdrawal Rate
The “Money Talks” experts team up to help a couple understand what a safe withdrawal rate would be for their retirement assets. They look into different methods to calculate one and then explain the Henssler way of planning for liquidity and withdrawals in retirement.
In the News: Still too early to make moves in anticipation of higher taxes
In the Marietta Daily Journal, Bil Lako, CFP®, shares how it is nearly impossible to predict the outcome of the election, much less start making changes to your financial plan and investments in anticipation of an administration change. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler…
Henssler Financial Places on CNBC Financial Advisor 100 List
OCTOBER 2020, KENNESAW, Ga.— Henssler Financial ranks at No. 80 on CNBC’s Financial Adviser 100 list, published on Oct. 6, 2020. The list celebrates the advisory firms that offer a comprehensive service that helps clients navigate through their financial life. “It’s always wonderful to be recognized for your work,” said Dr. Gene Henssler, Ph.D., president…