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Yearly Archives: 2021

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  2. 2021

A Financial Wellness Plan Can Help Pave the Road to Retirement

Blog, Personal Finance, RetirementBy Editorial TeamMarch 4, 2021

If we’ve learned any lesson over the past year, it’s that no matter how carefully we plan and prepare, we’ll likely encounter unexpected hurdles. While a global pandemic has certainly underscored the need to pay close attention to our physical wellness, it has also revealed the need to shore up our financial wellness. According to…

Solar Tax Credit Extended for Two Years

Blog, TaxBy Editorial TeamMarch 3, 2021

Thinking about going solar? There’s a lot to consider before making the final decision. Is it worth it, and is it the right financial move for you?

Recession Recovery and More Stimulus

Case Study, Economy/Stock Market, FeaturedBy Editorial TeamMarch 1, 2021

The “Money Talks” Experts discuss our current economic cycle, fears of inflation and the mixed inflationary signs, and the need for additional stimulus.

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.

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