Explore Categories

THE Wealthier + Wiser Blog

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 …

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 …

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 to …

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 …