You might have missed the news that the SEC released new regulations called “Regulation Best Interest” designed to improve the investment advice provided by those dispensing financial wisdom. The rule change specifically requires brokers to put the interests of their customers before their own, disclose to customers how they are paid, if they have any …
In the wake of the pandemic, many Americans have lost their jobs and are struggling to make ends meet. One avenue is to take a loan from their retirement accounts. But should you? This question suggests a multitude of responses and is one of the most frequently asked questions by retirement participants. Let’s take a …
The sudden economic shut down changed our economy instantly. This generational event will have ripple effects across the economy and the stock market. Michael Carlin, president of Henry+Horne Wealth Management, goes over the data and helps you understand where the economy may be headed so you can better forecast the financial needs of your organization …
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) which was signed into law on March 27, 2020, provides dollar relief to those suffering as a result of the coronavirus. So, what should you know as a trustee/plan sponsor of your company’s retirement plan? First, we need to understand who is eligible to receive …
Now is a great time to educate our children about the market and our economy. Now more than ever, it’s important that we set aside time to talk to our kids about money. Every day our kids are picking up mixed messages of intermittent panic from the news, dealing with sudden social distancing, adjusting to …
In the fight against COVID-19 and the damage the pandemic has done to the economy, congress enacted the Coronavirus, Aid, Relief and Economic Security (CARES) Act. A key provision deals directly with retirement plans and sponsors. Check with your individual plan to verify the following is allowed. Can I make withdrawals from my retirement funds …
Michael Carlin updates you on the market, the economy and where we go from here. For more information and resources on COVID-19, see our coronavirus page. Feel free to contact your Henry+Horne tax adviser with any questions.
You’d have to be living under a rock to have missed what’s going on in the stock market these days. Gut churning plunges and hair raising up and down rides. We’ve been right there with you, watching your back. Here’s Michael Carlin, president of Henry+Horne Wealth Management, with what’s happening, what might happen next and …
Irrevocable trusts can be utilized in several different ways. Here’s what you need to know about them. Today we’re joined by Jenny King for part two of our discussion on trusts. We talked about revocable trusts previously, so today we’re going to focus on irrevocable trusts. A lot of clients come to us …
There’s always one question at the forefront of parents’ minds: How do I teach my kids about being financially responsible? There are a lot of steps to be successful in this effort, and today’s message is all about step one, which focuses on children and jobs. Luckily, Zach, our tenured expert on …
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