Relocating? How to Do It with Taxes in Mind
Now that you’re working remotely, are you considering moving to a state with no state income tax? Before you do, do your homework.
Failure to Plan Could Result in a Failure in Retirement
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, to take a closer look at a couple who realized that it is possible to fail at retirement. Justin and K.C. highlight some of the mistakes and pitfalls retirees make that could derail their financial security in their golden years.
In the News: Engaging the uninterested spouse into family finances
This week in the Marietta Daily Journal, Bil Lako, CFP®, highlights that your spouse may not care about the beta of your retirement portfolio, but there is a very good chance that he or she is concerned about how much risk you’re taking with your financial future.
Establishing a Financial Safety Net
Emergencies often cost money—car repairs, hospital bills, lost job, etc. Having a financial safety net in place can ensure that you’re protected when a financial emergency arises.
The IRS is Resuming Collection & Enforcement Activities That Were Paused During COVID-19
Do you have a balance due with the IRS? It’s time to pay up. The IRS is resuming “certain collection and enforcement processes that had been suspended because of the coronavirus pandemic.”
Engaging the Uninterested Spouse in Family Finances
Principal Jennifer Thomas, CFP®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the importance of including an uninterested spouse in household financial and investment conversations. They consider patterns seen among clients and how, as advisers, they work to meet each spouse on a level that they understand.
Market Minute June 2021: Fiscal Spending, Monetary Policy, and Inflation
The Research Analysts at Henssler Financial are keeping an eye on inflation and what the Fed is doing about it throughout the month of June.
In the News: During summer travel, don’t forget to visit your CPA
This week in the Marietta Daily Journal, Bil Lako, CFP®, reminds those who filed a tax extension should get their 2020 returns completed soon to minimize penalties and interest on unpaid taxes due.
Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains
As the economy reopens, consumers and businesses are again experiencing a wide array of shortages and trouble hiring workers, as well as, acquiring sufficient supplies of raw materials and key components needed for manufacturing.
Corporate Debt: Are Juicier Yields Worth the Extra Risk?
Corporations sell bonds to finance operating cash flow and capital investment. Corporate bonds usually offer higher interest rates—and are subject to more risk—than U.S. Treasury securities with comparable maturities. Investors who rely on corporate bonds for retirement income, or to help temper the effects of stock market volatility, should consider the degree of risk they are willing to accept in their bond portfolios.