LOG IN TO MY Plan Share Portal Direct

Featured Insight

Reviewing your finances yearly

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 for your financial life in the year ahead.

Read More >

Subscribe to “THE Wealthier +
Wiser Blog” by email or via RSS

February 19, 2019

Borrowing Credit card debt aside, one of the challenges navigating your personal finances year over year is learning how to balance when to borrow versus when to save because debt isn’t always all that bad if it’s done properly. The first area outside of credit card debt you want to address is your mortgage. Tax incentives […]

February 12, 2019

All that glitters is not gold For the most recent example of this, you only need to look to the gold craze. From 2005 to 2011, the price for gold went up about 300%. The media could not talk about it enough. Before long, stores were advertising cash for gold, infomercials popped up selling gold […]

February 10, 2019

Michael Carlin Hi, this is Michael Carlin, President of Henry+Horne Wealth Management with your Manage the Funds Podcast. This is your 2019 market outlook. We’re going to take a look at all the data, the charts, the information. We’re going wash the spin away. We’re going to do as we normally do every quarter and […]

February 6, 2019

Recently, I read a great study by the National Endowment for Financial Education that stated: “Two-thirds of Millennials have at least one long-term debt (student loan, home mortgage, car loan)” and “Nearly 30% of those [Millennials] with checking accounts had overdrawn their account in the prior 12 months… [and]… nearly 20 percent of those with […]

January 22, 2019

They often ask how soon they can open up their college funding 529 account, and the best way to put money away each month. With each successive government report releasing data on total student loan indebtedness (now nearing $1.5 trillion cumulatively), a silent frenzy permeates these expecting parents’ minds about how best to protect their […]

December 31, 2018

In a year filled with sudden volatility, many will recall the market declines in both February and the similar slippage felt starting in October as investors’ nerves rattled. The retrospective on 2018 may be the year that fear crept back into the hearts of investors after nearly a decade of mainly positive movement higher. Although […]