Insights

2020 Year-End Tax Planning

October 12, 2020 – William Morgan Clearly, 2020 has been a year unlike any other. The coronavirus pandemic and its impact on health and the economy has forced a lot of people to reassess their priorities and the financial life decisions tied to them. For some that means establishing or replenishing an emergency fund. For…

Ask Buckingham: What Impact do Natural Disasters have on my Investment Plan?

September 29, 2020 – Featuring Jared Kizer From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…

Ask Buckingham: Should I Change my Investment Plan Ahead of the Election?

September 29, 2020 – Featuring Jared Kizer From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…

Benefits of Rebalancing

Connie Brezik, 8/27/2020 Diversifying your investment portfolio means putting together a mix of stocks, bonds and other investments with your financial goals, time horizon and risk tolerance in mind. Your mix is called your asset allocation. The idea behind diversification is that, overall, owning different kinds of investments should earn you higher returns with less…

Income Planning and IRMAA in Retirement

Angela Muckler, Relationship Manager, 8/27/2020 Medicare is an area that practically every American will encounter when planning for retirement. It sits at the intersection of health and wealth in your financial life plan, and so often surfaces across a range of long-term planning conversations. Plus, Medicare and its associated costs can be a confusing topic,…

Ask Buckingham: What are Real Estate Investment Trusts (REITS)?

July 23, 2020 – Featuring Kevin Grogan From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…

Ask Buckingham: Why is the Stock Market doing so well in the Face of so much Poor Economic News?

July 23, 2020 – Featuring Kevin Grogan From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…

Ask Buckingham: What is Long-Term Disability Income Insurance, and how do I know if I need it?

May 19, 2020 – Featuring Brant Steck From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…

Ask Buckingham: What is Long-Term Care Insurance and how do I know if I need it?

May 19, 2020 – Featuring Brant Steck From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…

Ask Buckingham: What does COVID-19 mean for my Employer-Sponsored Retirement Plan?

May 28, 2020 – Featuring Kristen Donovan, QKA, CFPA, AIF® From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide…

Ask Buckingham: What is a Medical Power of Attorney and who Needs Them?

May 21, 2020 – Featuring Cheri Dorsey From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…