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

Should you take a loan from your retirement account?

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 …

COVID-19’s Impact on the Stock Market + Economy Webinar

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 …

Q: How Do You Become Financially Fit?

Here are the steps you must take to become financially fit.   How do you become financially fit? There are several steps you need to follow. First, set goals that make sense for you. This means focusing on where you want to end up. Do you want to pay off your house? Do you not …

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 …