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 Marietta Daily Journal, Bil Lako, CFP®, recommends calculating your retirement withdrawals based on your liquidity needs, not your age or some other market factor.
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.
Thinking about going solar? You might be eligible for a federal tax credit for the purchase and installation costs.
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.
This week on “Money Talks,” the show’s experts discuss the week’s economic news including business optimism, the Producer Price Index, and the weekly jobless claims. The financial team also aids a couple in understanding what a safe withdrawal rate is for their retirement assets. They look different methods and then explain the Henssler way of planning for liquidity and withdrawals in retirement. The show hosts round out the show by answering a listener’s question on investing in REITs.
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 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…
Business Owners: Records management is vital because it can help you analyze where your business is and, more importantly, where it’s going.
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…