Underinsured and overexposed – Has your home and auto insurance kept pace with the economy?

When it comes to planning for your future, ensuring you have the proper home and auto insurance coverage on your residential real estate assets remains critical to your long term success. Frequently, we see clients seeking discounted insurance to lower their premium cost, neglecting the bigger picture. The bigger picture – 1) adequately insure your …

Financial strategies for new stages of life

As a financial planner, I find myself working with people from all over life’s spectrum. People in the early stages of their careers, people building their career and family, those who are looking forward towards a fast-approaching retirement, people who’ve just retired, and others who have been retired for quite some time. I can tell …

Webinar – Fiduciary Considerations of Plan Sponsors

As a Plan Sponsor, do you really know the steps you need to take as a fiduciary for your retirement plan? Andrea L. Donaldson, Vice President, Retirement Plans, Henry+Horne Wealth Management and Theresa Conti, APR, QKA, ERPA, CPFA, President, Sunwest Pensions give you real information on who is a fiduciary, basic fiduciary governance and some practical steps …

Webinar – Top 5 Pitfalls + Solutions

Compiling and processing payroll can be a struggle, regardless of your company size. This tedious and stressful process can unfortunately lead to errors. Andrea Donaldson, Vice President of Retirement Plans, Henry+Horne Wealth Management and Joey Miller, HCM Account Executive at Paylocity discuss the top five common payroll topics to be aware of and how you can avoid …

Best tax deferred investments

If you find yourself paying taxes every year, and you already take advantage of tax deferred investments strategies, you should look closer at what is happening in your portfolio. A few tweaks to how you invest could help a lot come tax time. For many, stocks make up the largest proportion of their portfolio as …

The presidential election and your money

At the time I wrote this article, the economy was performing both exceptionally and terribly at the same time. The technology industry is going through a massive evolution as worldwide implementation of increased stay at home measures means more computers, cybersecurity, web-based, cloud-based, and technological solutions are needed to do business safely. At the same …

Saving for college

What’s your plan for saving for college, by hook or by crook?  For most, the solution seems to be a combination of hopes for scholarships and a 529 plan. The key to meeting any savings goal for a future expense is to maximize the time between when you save the money and when you need …

Balancing your investments in times of turmoil

In these trying economic times, don’t be surprised to find yourself in a situation where you went from feeling confident about the economy, your income, your job and having major financial prospects for the future to all of a sudden being swallowed up by fear. There is some newfound financial uncertainty given the new realities …