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Author Archives: Editorial Team

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Is It Time to Think About Tax-Free Income?

Blog, Investment Selection, RetirementBy Editorial TeamDecember 10, 2020

Federal and state governments have spent extraordinary sums in response to the economic toll inflicted by the COVID-19 pandemic. At some point it is likely that governments will look for ways to increase revenue to compensate for this spending and increase income taxes as a result. That’s why it might be a good time to…

What Happens if I Receive an IRS CP2000 Notice?

Blog, TaxBy Editorial TeamDecember 9, 2020

If you receive a CP2000 notice, you don’t need to panic — but you do need to know what to do.

Year-End Financial Moves You Should Make Regardless of Politics

Case Study, Featured, Investment Selection, New Year/End of Year, Personal FinanceBy Editorial TeamDecember 8, 2020

The “Money Talks” experts have a conversation on important financial moves investors and households can make before year-end—regardless of the political outcome.

Five Year-End Investment Tasks

Investment Selection, New Year/End of Year, VideoBy Editorial TeamDecember 8, 2020

In this episode of Planning Priorities, Henssler Associate Peter Lynch offers details five tasks that investors should do at year-end to help keep your portfolio on track for next year. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The…

In the News: ’Tis the season for giving

Charitable Giving, Featured, In The NewsBy Editorial TeamDecember 8, 2020

In the Marietta Daily Journal, Bil Lako, CFP®, explains that while giving comes from the heart, there are special tax advantages in 2020 for those making charitable donations. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to…

Don’t Miss Out on Year-End Tax-Planning Opportunities

Blog, Business Owner/Self Employed, Coronavirus, TaxBy Editorial TeamDecember 4, 2020

2020 has given rise to more than the usual tax-planning opportunities. You’ll need to act before the end of the year to take advantage of the tax benefits and strategies available for 2020.

Sharing Your Money Values Can Be Part of Your Legacy

Aging/Caring for Aging Parents, Blog, Family FinancesBy Editorial TeamDecember 3, 2020

When it’s time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money.

Beware of New Text Scam Related to Stimulus Payments

Blog, Coronavirus, Cybersecurity, TaxBy Editorial TeamDecember 2, 2020

The IRS has warned taxpayers of a clever scheme by internet scammers to dupe taxpayers into revealing their bank account information under the guise of receiving the $1,200 Economic Impact Payment (EIP) that Congress authorized last Spring.

SBA Questioning PPP Borrowers with Loans Over $2 Million

Blog, Business Owner/Self Employed, CoronavirusBy Editorial TeamNovember 25, 2020

We provide details on the SBA’s audit process for PPP Loans of $2 million or more, as well as the Loan Necessity Questionnaires that will be issued.

Space Race and Cuban Missile Crisis

Economy/Stock Market, VideoBy Editorial TeamNovember 24, 2020

In our latest Fear Vs. Finance video, we look at how the Space Race and the Cuban Missile Crisis affected the market both short- and long-term.

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