Identity Theft Whitepaper
Almost 1.4 million reports of identity theft occurred in 2021, according to the Federal Trade Commission: https://www.ftc.gov/news-events...
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Marc Horner
- May 18, 2021
- 1 min
Whitepaper: Getting off the Corporate Treadmill
Liking the #WorkFromHome lifestyle? Concerned your employer might call you back to the office? Learn how we’ve helped others and how we...
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Marc Horner
- Feb 11, 2021
- 3 min
The Midlife Financial Preparedness Checklist
For many of us, our 50th birthday is a catalyst for reflection on accomplishments achieved. Getting children through college, started on...
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Marc Horner
- Jan 11, 2021
- 4 min
Revisiting the Roth IRA Conversion
It is an understatement to say we are living in a difficult economic environment. Headline after headline can make it easy to react by...
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Marc Horner
- Dec 24, 2020
- 3 min
Strategies to Supercharge Your Roth IRA Bucket
Look around the next time you are in the checkout line at the grocery store. Nearly everyone you see has two income tax buckets on their...
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Marc Horner
- Dec 8, 2020
- 3 min
Mind the Gap: Don't Start Retirement on the Wrong Foot
Pandemic or not, life expectancies are on the rise! That likely means more time to enjoy the fun times with our children, and grandkids....
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Marc Horner
- Sep 10, 2020
- 1 min
The Financial Uncertainty Preparedness Checklist
This week we published a new financial checklist that's completely apropos to the current condition: The Financial Uncertainty...
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Marc Horner
- Jun 23, 2020
- 5 min
The CARES Act: Highlighted Provisions
In March 27, 2020, Congress passed, and the president signed into law the “Coronavirus Aid, Relief and Economic Security Act” (CARES...
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Marc Horner
- May 12, 2020
- 4 min
Case Study: Getting Off the Corporate Treadmill
Wealth Management, Phase Two Over a lunch meeting, Jim, a longtime client was sharing his experience with his recent annual performance...
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Marc Horner
- Mar 24, 2020
- 4 min
Tuition Intuition: Negotiating for College Costs
The euphoria of being accepted into college can frequently be replaced with the stark reality of how to pay for it all. Some studies say...
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Marc Horner
- Oct 22, 2019
- 3 min
529 Plan Ownership and Financial Aid
Driven by the skyrocketing cost of a college education, it is no surprise that 529 plans have continued to grow in popularity. The...
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Marc Horner
- Aug 15, 2018
- 4 min
DONOR-ADVISED FUNDS: Stop Writing Checks to Charities
Philanthropy significantly and positively impacts individuals, communities, and even nations. Witness the actions of Bill and Melinda...
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