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June 23, 2020

Should You Take a Loan From Your Retirement Account?

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 deep dive and review the pros and cons, but we’ll start with the basics. Your retirement plan provides a powerful savings […]

June 2, 2020

Covid-19’s Impact on the Stock Market + Economy Webinar

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 and family life.

April 6, 2020

Coronavirus, Aid, Relief and Economic Security (Cares) Act FAQs

Can I make withdrawals from my retirement funds to pay for COVID-19 related expenses? Yes, if your plan allows, you can withdraw up to $100,000 without paying a penalty if you make your withdrawal between January 1 to December 31, 2020. Who is eligible to make COVID-19 related withdrawals? You, your spouse or dependent must […]

March 24, 2020

How Badly Has the Coronavirus Infected Your Retirement Plans?

For more information and resources on COVID-19, see our coronavirus page. Feel free to contact your Henry+Horne tax adviser with any questions.

March 16, 2020

The Stock Market is Taking a Coronavirus Pummeling. Here’s What That Means to You.

Here’s Michael Carlin, president of Henry+Horne Wealth Management, with what’s happening, what might happen next and what you can do to keep from getting thrown off the stock market ride. For more information and resources on COVID-19, see our coronavirus page. Feel free to contact your Henry+Horne Wealth management adviser with any questions.

January 14, 2020

New Year’s Resolutions

Feeling charitable? Learn how to give smart. Save More The more you save, the more money you’ll have to add to your 401(k) contributions, pay off debt, take vacations or buy a car in the future. There are countless ways to save and it is beyond rewarding when you watch your money grow. Tighten Your Budget A […]

January 10, 2020

How to Protect Your Assets When Love Doesn’t Work Out

Maybe you tried couples therapy, individual counseling, pastoral guidance or temporary separation. Maybe you just know your marriage is over. However you came to the decision to divorce, your critical next step is to focus on logistics. Lower emotional distress and denial with an action plan. It has been said that marriage is about love […]

January 8, 2020

The SECURE Act. Ready or Not, Here It Comes.

So how will the SECURE Act effect your retirement savings? Below are a few of the major provisions and how they might affect you. Don’t Miss: Retirement planning is more than saving No Age Restrictions on IRA Contributions Currently, contributions to a traditional IRA are not allowed if you are a working taxpayer over the age […]

December 2, 2019

The Importance of Charitable Giving and How to Do It Right

We’re big fans of giving to charity, but there’s also an income tax deduction you can take advantage of if you do so—the kind of deduction you get upfront in year one. If you donate property or something that has a big capital gain to it, you don’t have to pay capital gains tax. If you have an […]

November 26, 2019

Securing Your Family’s Financial Future

Don’t miss: Staying proactive with your finances First, consider whether your household will consist of either one or two incomes. Will that change at some point? This will have a great impact on your budget, which in turn will affect your lifestyle. Secondly, lay any large debts on the table. Credit cards, student loans, auto financing […]

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