Menu

Retirement Planning

Focused on Your Future: Important Considerations If Facing Financial Hardship

 April 21 2020
contributed by Amanda Hall The COVID-19 Pandemic has touched nearly every corner of our economy. If you, like many Americans, have seen a direct impact on your household income and are facing financial hardship, consider these options as you decide your next steps. Click here to read more.

Ways to Put Extra Income to Work for You

 April 21 2020
contributed by Amanda Hall The widespread economic disruption of the COVID-19 Pandemic may prove a lifelong lesson on the importance of personal finance. Studies show that good financial health may lead to reduced stress and better physical health. If you find that your household has additional income, consider these financially healthy ways to use those resources to shore up your financial futur...

Potential Legislation on the Horizon to Impact Retirement Plans

 April 16 2020
Paul Carl, New Business Development for HORAN Wealth, was part of a group of seven retirement-dedicated advisors this week who participated with the American Retirement Association in a phone call with members of Senate Leader Mitch McConnell’s office.  This is the second time Paul was invited to participate in discussion with Leader McConnel’s staff. The first was in the fall, to...

COVID-19: Impact on Health and Retirement Plans

 April 14 2020
In April, HORAN partnered with Lyndsey R. Barnett and Lee P. Geiger with Graydon to address the COVID-19 impact on health and retirement plans. Below are ten considerations to keep in mind. Click here to read more.  

The COVID-19 Impact on Life Insurance

 April 7 2020
Contributed by Gregory Hoernschemeyer, CLU Many of our carrier partners have a full suite of electronic capabilities from online applications and accelerated underwriting to electronic policy delivery.  This means that we can help you with your insurance needs from anywhere.  Automated underwriting was introduced before COVID-19 and has been fine-tuned over time.  It may be a great...

Life & Executive Benefits – Resource Information

 April 3 2020
contributed by Gregory Hoernschemeyer, CLU During this challenging time, it is helpful to know that insurance companies plan ahead. Not just to deliver for its policyholders, but to help communities in times of need.  Industry leaders are going above and beyond supporting government officials by listening to needs, organizing action, and showing compassion. The American Council of Life Insu...

Before You Sell Anything in Your 401(k), Read This

 April 3 2020
Have you ever heard anyone say, "If I could go back in time, I would have bought shares of Apple (AAPL) in the '80s"? Let’s go back to Oct. 26, 1985* (*the “future” date to which Marty McFly and Doc Brown must return in their time-traveling Delorean). We sidle up to a stockbroker (because we won’t be trading online for a few decades) and say we want to buy t...

The CARES Act Impact: Key Provisions that Impact Your Retirement Plan

 March 31 2020
Coronavirus Aid, Relief and Economic Security Act (CARES Act) The CARES Act (Coronavirus Aid, Relief and Economic Security Act) is a 900 page “economic bazooka blast” of stimulus designed to help employers and individuals weather the disruption caused by COVID-19 Coronavirus. Admittedly we have not read the entire bill, but the HORAN Wealth Team continues attending many education sess...

Market Volatility & My Retirement Account

 March 27 2020
Frequently asked questions regarding retirement planning and market volatility. 

7 Principles of Investing in a Volatile Market

 March 27 2020
In volatile markets, it’s common to feel uneasy about your investments. This is only natural. But rest assured, market volatility is completely normal and is to be expected. In fact, whether you invest in a single-fund solution, manage your own investments, or choose to have them managed by a professional investment manager, the current market conditions may actually work to your advantage. ...
Page 1 of 2First   Previous   [1]  2  Next   Last