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Monthly Archives: February 2021

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In the News: Ramp Up Your Savings Not Your Aggressiveness

Featured, In The NewsBy Editorial TeamFebruary 26, 2021

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

Business Owner/Self Employed, Coronavirus, Tax, VideoBy Editorial TeamFebruary 26, 2021

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

Blog, Business Owner/Self Employed, CoronavirusBy Editorial TeamFebruary 26, 2021

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.

Ramp Up Your Savings Not Your Aggressiveness

Case Study, Nearing Retirement, RetirementBy Editorial TeamFebruary 22, 2021

The “Money Talks” Experts discuss the situation of a couple who have most of their retirement assets in their 401(k)s and are concerned about their risk exposure now that they are about 10 years from retirement

In the News: The GameStop anomaly and fundamental stock analysis

Featured, In The NewsBy Editorial TeamFebruary 19, 2021

In the Marietta Daily Journal, Bil Lako, CFP®, explains why conservative investors who are saving for retirement shouldn’t chase anomalies like GameStop.

Interaction between PPP Loans and the Employee Retention Credit

Blog, Business Owner/Self Employed, Coronavirus, TaxBy Editorial TeamFebruary 19, 2021

The Consolidated Appropriations Act, 2021 (CCA), which was passed by Congress and signed by the president late last December, included a very tax-beneficial provision that liberalized the interaction between PPP loans and the Employee Retention Credit (ERC).

Are Value Stocks Poised for a Comeback?

Blog, Investment SelectionBy Editorial TeamFebruary 18, 2021

Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies. Past results are never a guarantee of future performance, but it may be helpful to value stocks and the place they hold in your portfolio.

20+ Obscure and Overlooked Tax Deductions, Credits, and Benefits

Blog, Business Owner/Self Employed, TaxBy Editorial TeamFebruary 17, 2021

As tax time approaches, we list out 20+ tax issues that taxpayers frequently overlook, ranging from obscure deductions to overlooked tax credits and benefits.

Feb 2021 Market Minute: Positioning; Economic Momentum; Inflation

Economy/Stock Market, VideoBy Editorial TeamFebruary 15, 2021

For the month of February, the Henssler Research Analysts are keeping an eye on positioning, economic momentum, and inflation.

The GameStop Anomaly and Fundamental Stock Analysis

Case Study, Investment SelectionBy Editorial TeamFebruary 15, 2021

The Henssler Financial Experts take a closer look at what happened with GameStop’s meteoric rise and discuss why financial advisers won’t speculate with an investor’s retirement funds.

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