As we approach the holiday season, this is the ideal time to reflect on your 2017 financial year as well as creating a focus for your financial future starting in 2018. We want to start the dialogue about how you performed this year so we can gain a greater understanding of what needs to happen …
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 …
Today I’m joined by Jenny Moss, a specialist in estate tax from right here at Henry+Horne, to talk about revocable trusts and their roles in estate planning.
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 …
Buying a home can be an overwhelming prospect, but it doesn’t have to be. If you work with your financial advisor, they’ll help you every step of the way to make sure you buy the right home at the right price. Here are 11 tips to keep in mind when working with your advisor: 1. …
Everyone connected to the internet receives emails in some form and almost certainly has been sent an email considered fraud. 2.7 million emails are sent every second and about 60% of those are what IT security professionals would consider fraud. The most common type of fraud is called “Phishing”, a social act in which the …
The holiday season has begun, and it’s time for gifting and giving. By creating a list for your budget, you can avoid getting wrapped up in holiday expenses. Being realistic around this time of the year is a great start for your finances. Prioritize how you are going to give back and how you want …
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 …
