IRS Extends COVID-19 Relief Leave Donations
Employees can donate their unused paid vacation time, sick leave, and personal time off to qualified charities that provided COVID-19 relief through January 1, 2022.
Stock Market and Economy Not as Disconnected as They Seem
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Roger Tutterow, Ph.D., Henssler’s Chief Economic Adviser, to explore what seems to be a disconnect between a booming stock market and an economy struggling with labor shortages and inflation.
August 2021 Market Minute: Employment Picture, Housing, Container Shipping Rates
For the month of August, our Research analysts are keeping an eye on employees rejoining the workforce now that unemployment benefits are waning. They’re also keeping an eye on what seems to be the cooling off for the housing market and shipping from China, which is still struggling with COVID outbreaks.
In the News: Retirement liquidity: Bonds or dividends?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that saving for retirement only takes discipline. Spending retirement funds involves more variables, more flexibility and more emotions—especially when it comes to spending principal.
Antitrust Crackdown Aims to Increase Competition
Government is cracking down on harmful corporate monopolies. This could be good news for the U.S. economy and small-business owners.
6 Tips for Managing an Inheritance
We all dream of a distant, rich uncle who will leave us lots of money in his will; however, an inheritance comes with lots of consequences. We provide 6 tips to manage your newfound wealth.
Getting Married and Related Tax Issues
If you postponed your “I Do’s” in 2020, and are recently married in 2021, here is a checklist of “to do’s” to help you make some important tax decisions.
Retirement Liquidity: Bonds or Dividends?
Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Associate Peter Lynch look at the situation of a couple working with an adviser who recommends using a dividend portfolio to provide retirement income. They discuss the risks of this strategy and compare it to the Henssler Ten Year Rule strategy.
In the News: Roth IRA conversions seem straightforward, but devil in the details
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that while Roth conversions are a very useful strategy, whether it is a good decision for you is very dependent on your situation.
Insuring Your Vacation Home
Most homeowners insurance policies provide limited coverage for personal property at an additional residence. However, if your coverage needs for your vacation home exceed this amount, you’re going to want to fill this gap by purchasing a policy that will cover your vacation home in its entirety.