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Monthly Archives: June 2020

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In the News: Cash flow and survival mode: Planning for hard times

Featured, In The NewsBy Editorial TeamJune 19, 2020

In the Marietta Daily Journal, Bil Lako, CFP®, explains that while the market has recovered the majority of what it initially lost, many individuals are still in survival mode.

Unraveling the Economic Impact Payment Confusion

Blog, Coronavirus, TaxBy Editorial TeamJune 19, 2020

Was your economic impact payment more or less than you expected? We explain why and what happens if you received more than you should have.

Checkup

Mid-Year Financial Checkup: 6 Things to Do Now

Blog, Personal FinanceBy Editorial TeamJune 18, 2020

The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the foundation you need to begin moving forward.

retiree

Retiree Confidence Drops in 2020, as Some Workers Worry

Blog, RetirementBy Editorial TeamJune 17, 2020

How has the first quarter of 2020 affected retirement confidence?

Jun 2020 Market Minute: U.S. Economy, US-China Relations, and Divergence in the Market

Coronavirus, Economy/Stock Market, VideoBy Editorial TeamJune 16, 2020

The Henssler Research Analysts are closely watching the Job’s report effect on the U.S. economy including U.S.-China relations and divergence in the market.

Cash Flow and Survival Mode: Planning for Hard Times

Case Study, Featured, Personal FinanceBy Editorial TeamJune 16, 2020

The COVID-19 pandemic has caused an interruption in income for many—not just business owners, but for families as well. It’s nearly safe to say no one expected for cash flow to dry up across the board. While the market has recovered the majority of what it initially lost, businesses and individual investors are still in…

Stimulus Payment

Stimulus Payments Being Mistaken as Junk Mail

Blog, Coronavirus, TaxBy Editorial TeamJune 15, 2020

Around 4 million individuals were sent stimulus payments on a Visa debit card, which some threw away thinking it was junk mail.

In the News: Overcoming the desire to sell when the market is down

Featured, In The NewsBy Editorial TeamJune 14, 2020

In the Marietta Daily Journal, Bil Lako, CFP®, explains how when the market is down 33% from the high, many investors cave in to fear and sell at the bottom of the market.

Tax Effects of a Business Making a Charitable Contribution

Blog, Business Owner/Self Employed, Coronavirus, TaxBy Editorial TeamJune 12, 2020

In this current time of need, many charitable organizations are seeking contributions to help the greater good. We explain why that contribution should come from your bank account and not your business.

investor

Investor Psychology: 6 Behavioral Biases That Can Lead to Costly Mistakes

Blog, Investment Selection, Personal FinanceBy Editorial TeamJune 11, 2020

It can be difficult to act rationally when your financial future is at stake, especially when unexpected events like COVID-19 upset the markets.

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