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THE Wealthier + Wiser Blog

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 …

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 …

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 …

The Anatomy of a Bear Market

If you’re curious about how the current stock market situation relates to past bear markets, look no further. Here’s what you need to know.   The term “bear market” is on everyone’s mind these days given the significant hit to the stock market and the subsequent economic shutdown caused by the coronavirus pandemic. Is this …

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 …