September 2024 Market Minute
In this month’s Market Minute, we’re breaking down three key trends: Interest Rates, Jobs Market, and Consumer Spending. Watch for insights on how these could shape the economy!
In the News: Essential financial lessons: Debt, recovery, and smart investing
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains key financial concepts that are often overlooked—like why a 33% loss requires a 50% gain to break even, the importance of paying down debt, and the risks of buying investments you don’t fully understand.
Federal Appeals Court Blocks SAVE Student Loan Repayment Plan
The U.S. Court of Appeals blocked the SAVE student loan repayment plan, leaving millions of borrowers in limbo. The plan, which promised lower monthly payments and faster forgiveness, now faces an uncertain future as the legal battle continues.
Should Tips Be Tax-Free? How Recent Proposals Could Change the Way You Tip
Tipping has evolved beyond traditional settings, with digital payment kiosks and self-checkout lanes now requesting gratuities. Explore the latest tipping standards, who deserves a gratuity, and the impact of proposed tax changes on tip income.
In the News: Financial fundamentals: Understanding inflation and strategic dividend reinvestment
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that the basics of finance aren’t second nature to everyone. Inflation, reinvesting dividends, and other “common sense” principles are key to sound financial decisions—but they can be easily overlooked.
Chaos in the Sky: New Consumer Protections for Weary Airline Passengers
Airlines are still grappling with the fallout from the massive CrowdStrike IT outage in July, which caused widespread flight delays and cancellations. New federal laws and DOT rules are set to bring much-needed relief to passengers with automatic refunds for significant delays and cancellations, and more transparency on those pesky surprise fees.
Jet Set and Tax Savvy: Navigating Taxes for the Global Traveler
Navigating the tax implications of foreign business travel can be complex—from understanding what qualifies as “ordinary and necessary” expenses to the specifics of attending foreign conventions and the nuances of luxury travel, staying informed is crucial.
Four Money Mistakes You Might Be Making
Financial planning isn’t a magic wand, but the more you plan, the better you’ll navigate future financial events! Join Michael Griffin, CFP®, Senior Associate at Henssler Financial, as he breaks down four common money mistakes to avoid. Learn how to thrive in any economy with practical tips and expert advice. The Experts at Henssler Financial are here to help you every step of the way!
Financial Fundamentals: Understanding Inflation and Strategic Dividend Reinvestment
Research Analyst Jacob Keen, CFA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins, EA, to explain some common-sense financial lessons, simple principles that every investor should know but often overlook, especially during times of market volatility or excitement.
In the News: Retirement success: It takes more than just saving
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that retirement isn’t just about saving; it’s about having a clear strategy that covers spending, investments, and potential risks.