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

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 …

Gig Economy may leave you underinsured

With the rise of the COVID-19 pandemic home deliveries exploded. Companies like DoorDash, UberEats and Instacart experienced exponential increases in orders as the in-person U.S. economy shut down. As home delivery orders rapidly increased, the number of drivers for these companies multiplied to meet demand. Meanwhile during the shutdown, millions of jobs were lost leaving …

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 …