Helping you better understand your money so you can reach your goals

CARES Act clarification for trustee/plan sponsors

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 …

Choosing the Right Financial Advisor

How do you know if a financial advisor is suited to manage your portfolio?   With so much economic uncertainty going on across the nation and around the world, many of you have been asking about how to find the right financial advisor. What questions should you be asking in order to find the perfect …

2020 Q2 Market Update

Henry+Horne Wealth Management President Michael Carlin walks you through the second quarter market report. Michael discusses the COVID-19 infected market, how this virus is affecting the markets and what that means for your investments.

How to Teach Your Kids About Money: Part II

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 …

Explaining Irrevocable Trusts

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 and …