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Author Archives: Editorial Team

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Caregiver

Medicaid May Pay You as a Family Caregiver

Aging/Caring for Aging Parents, Family Finances, InsuranceBy Editorial TeamJuly 16, 2020

Many states’ Medicaid programs allow you to hire relatives or friends to provide needed assistance. In certain cases, Medicaid may pay for their services.

IRA 2020

Unique IRA Opportunities for 2020

Blog, Coronavirus, Retirement, TaxBy Editorial TeamJuly 15, 2020

From converting traditional IRAs to taking advantage of the RMD suspension for 2020, this year provides unique tax opportunities for those who have traditional IRA accounts.

There Is No Substitute for Doing Your Homework

Case Study, Economy/Stock Market, Featured, Investment SelectionBy Editorial TeamJuly 13, 2020

The Henssler Research Analysts explore portfolio construction and how paying attention to the fundamentals—a variety of factors that we believe influence a stock’s performance—can help your portfolio over the long term.

Jul 2020 Market Minute: 2Q Earnings, Jobs Market, States’ Plans on Reopening

Economy/Stock Market, VideoBy Editorial TeamJuly 13, 2020

The Henssler Research Analysts are closely watching how the COVID-19 Pandemic affected second quarter’s earnings, the jobs market now that unemployment is tapering, and states’ plans on reopening.

In the News: IRS extends deadline for required minimum distribution repayment

Coronavirus, Featured, In The News, TaxBy Editorial TeamJuly 10, 2020

In the Marietta Daily Journal, Bil Lako, CFP®, explains the IRS’ latest move to help investors repay their unwanted 2020 RMDs.

Notice 1444

Don’t Throw Away That Notice 1444

Blog, Coronavirus, TaxBy Editorial TeamJuly 10, 2020

If you’ve already received your economic impact payment, you’ve probably already received Notice 1444. Make sure you keep it, as you may qualify for a refundable credit on your 2020 return.

Will vs Trust

Will vs. Trust: 7 Key Differences

Blog, Estate, RetirementBy Editorial TeamJuly 9, 2020

Wills and trusts are common estate planning documents. While each can help in the distribution of assets at death, we outline seven key differences between the two.

Taxes

July 15th Deadline Is Fast Approaching, and it Isn’t Just for the 2019 Individual Tax Return

Blog, Coronavirus, TaxBy Editorial TeamJuly 8, 2020

Due to COVID-19, the IRS extended the tax filing deadline to July 15th—but that tax deadline applies to other items!

Portfolio Performance: Choose Your Benchmarks Wisely

Blog, Coronavirus, Investment SelectionBy Editorial TeamJuly 7, 2020

The desire to become a more disciplined investor is often tested by the arrival of your account statements.

Tax Tip

A Novel Way to Make COVID-19 Relief Donations

Blog, Charitable Giving, TaxBy Editorial TeamJuly 2, 2020

You may be able to convert unused paid vacation time, sick leave and personal leave for cash payments that your employer can donate to COVID-19 relief charitable organizations.

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