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

March 31, 2021

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 theses pitfalls.

March 31, 2021

Andrea Donaldson, Vice President of Retirement Plans, Henry+Horne Wealth Management walks you through the latest updates to retirement plan regulations. Watch video

March 22, 2021

For many, stocks make up the largest proportion of their portfolio as they seek to make consistent investment returns in today’s ever-changing market. Returns from stock investing take two primary forms, realization of capital gains and dividend income. Don’t miss: Saving for college When you sell a stock position (realize a gain/loss), you lock-in the […]

January 15, 2021

Watch the video Michael Carlin Hello, everybody, it’s Michael Carlin, president of Henry+Horne Wealth Management. We’re here with your latest capital markets outlook. Michael Carlin This is critically important because this is the 2021 Capital Market Outlook and we’ve got too much stuff to cover. We also have our special guest, Joe Taiber, joining us. […]

December 31, 2020

Watch the video

December 29, 2020

As we watch the news with daily vaccination updates, optimism is starting to creep back. The economic picture is improving. We’re starting to dream of travel, vacations and a resumption of what life was Pre-COVID. Clearly, the stock market and investors expect an economic rebound in 2021 with stock market surges to new all-time highs. […]