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 …
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 …
The champagne has bubbled, the ball has dropped, and New Year’s resolutions have been made. This year add finances to the list. New year, new financial goals. Make 2020 the year you proactively improve your finances. Here are five financial resolutions that will help you get on track to better money habits. Feeling charitable? Learn …
For many, marriage is a happy time of wedded bliss and dreams of a mutually shared future. Divorce is nowhere on the horizon. So what happens when love goes wrong? How do you plan after the fact? Is there a way to prepare once it seems inevitable that you will soon be going your separate …
It’s been a long time coming but Congress just passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. President Trump signed the bill on Friday, December 20, 2019 as part of the government’s spending bill and it took effect January 1, 2020. So how will the SECURE Act effect your retirement savings? Below …
The holiday season is a time of giving, so today I want to share a quick message about the importance of charitable giving and how to do it right. Joining me is Heather Allen from Halo Animal Rescue to talk about her charity and how it works. We’re big fans of giving to charity, but …
There are so many factors that come into play when planning for your financial future as an individual. You may choose to join your life with someone else and possibly go on to grow your family. Creating and maintaining a financial plan with loved ones in mind can be quite intricate and involved. As a …
