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Author Archives: Editorial Team

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Volatile Markets? Pay Attention to the Dividend Story

Coronavirus, Economy/Stock Market, Featured, Investment SelectionBy Editorial TeamMay 19, 2020

The “Money Talks” hosts discuss the week’s dip and how S&P 500 companies are treating their dividends.

Forced to Return to U.S. From a Foreign Job? IRS Has Provided Time Waivers for Exclusion

Blog, Coronavirus, TaxBy Editorial TeamMay 18, 2020

The tax code includes a provision that allows the IRS to waive the required foreign residency and presence periods in case of war, civil unrest, or other adverse conditions.

Control Your Finances

Coronavirus, Personal Finance, VideoBy Editorial TeamMay 16, 2020

Bil Lako, CFP®, explains when the market is tumbling the one thing you can do is control your cash flow and refinance your home mortgage.

In the News: IRS provides answers to a few coronavirus-related distribution questions

Coronavirus, Featured, In The NewsBy Editorial TeamMay 16, 2020

In the Marietta Daily Journal, Bil Lako, CFP®, shares how the IRS is handling tax issues relating to coronavirus-related distributions from retirement accounts.

Coping with Market Volatility: Understand How Your Biases Can Affect Investment Decisions

Blog, Coronavirus, Investment SelectionBy Editorial TeamMay 15, 2020

Understanding your biases may help you avoid questionable calls in the heat of the financial moment.

Congress Makes Charitable Giving Easier During the COVID-19 Crisis

Blog, Charitable Giving, Coronavirus, TaxBy Editorial TeamMay 14, 2020

To encourage charitable contributions to deserving qualified charities during these trying times, Congress has relaxed some of its restrictions related to how much a taxpayer can deduct as a charitable contribution in any given year.

Retirement

Running Low on Money? Congress Has Made it Easier for You to Tap Your Retirement Savings

Blog, Coronavirus, RetirementBy Editorial TeamMay 13, 2020

If you are struggling financially due to the COVID-19 epidemic, the CARES Act makes it easier for you to access your retirement funds during this emergency.

Business Owners Have Tough Choices When Using PPP Loan Funds

Business Owner/Self Employed, Case Study, Coronavirus, FeaturedBy Editorial TeamMay 11, 2020

The “Money Talks” Experts provide some insight for business owners who have eight weeks to use their PPP loan funds for payroll costs if they want the loan forgiven.

Rebates Are Finally Flowing: Did You Get Yours? Was It Correct?

Blog, Coronavirus, TaxBy Editorial TeamMay 11, 2020

The IRS has finally started making those much-anticipated Economic Impact Payments. Did you get yours? Was it correct?

May 2020 Market Minute: COVID-19’s Effect on the U.S. Economy, Unemployment, and Business Reopenings

Coronavirus, Economy/Stock Market, VideoBy Editorial TeamMay 8, 2020

This month the Henssler Research Analysts are watching the unusually high unemployment numbers and the reopening of the economy.

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