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Financial Planning

January 18, 2022

Fourth quarter market commentary – Candyland

The S&P 500 gained 11.0% while the Bloomberg U.S. Aggregate Bond Index was flat. Markets were helped by delightful amounts of fiscal spending that contributed to an almost $1.2 trillion expansion in the U.S. public debt in the fourth quarter alone. This deficit spending was partially funded by the $309 billion expansion in the Federal […]

January 6, 2022

Positioning Yourself for Early Retirement

If you’re a follower of FIRE (financial independence, retire early) you may already be well on your way. The FIRE movement espouses saving and investing 50%-70% of your income until you hit your target dollar amount and then only withdrawing 4% annually (adjusted for inflation) throughout the rest of your life. It would be great […]

October 12, 2021

Divorcing? Don’t Make a Move Until You Know Your Current Financial Situation

Take some of the worry out of it by starting with a clear understanding of what your finances are today. Step one is getting your paperwork in order. Before you pack a bag, make sure you have all the documents you’ll need. Don’t miss: How to protect your assets when love doesn’t work out Bank […]

October 11, 2021

Underinsured and Overexposed – Has Your Home and Auto Insurance Kept Pace With the Economy?

Frequently, we see clients seeking discounted insurance to lower their premium cost, neglecting the bigger picture. The bigger picture – 1) adequately insure your home(s) and auto(s) with the right amount of coverage 2) shop carriers for the best pricing given your unique needs. So what do you need to be aware of? With home insurance […]

August 30, 2021

Financial Strategies for New Stages of Life

I can tell you that life presents challenges for people no matter what stage of life they’re in. Wherever you find yourself on life’s journey, there are a few mile-markers that you should consider. In the earliest stage of life your priority should be to build good habits. Take stock of your net worth. What […]

June 6, 2021

Thinking of Taking Out a 401k Loan?

We’ll review when it may be good to consider a 401k loan, and when you may consider not taking a 401k loan as well as various pros’ and con’s to consider. Once you have all the data and determine how it may impact you, then you can make an educated decision on whether or not […]

May 25, 2021

It’s Summer in Arizona – Time to Review Your Property and Casualty Coverage

It’s an ideal opportunity to think about the type and coverage amounts on your home(s). Even though we don’t about hurricanes in Arizona, we do worry about wind, hail and floods. For those who lived through the surprising hail storm of 2010, you can recall the epic amount of damage that occurred to both homes […]

May 7, 2021

Webinar – Fiduciary Considerations of Plan Sponsors

Andrea L. Donaldson, Vice President, Retirement Plans, Henry+Horne Wealth Management and Theresa Conti, APR, QKA, ERPA, CPFA, President, Sunwest Pensions give you real information on who is a fiduciary, basic fiduciary governance and some practical steps that you can follow. Watch video

March 31, 2021

Webinar – Top 5 Pitfalls + Solutions

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 22, 2021

Best Tax Deferred Investments

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 […]

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