Q1 2021 Outlook Newsletter
Welcome to The Honan Group's Q1 2021 Outlook Newsletter!
Third Quarter 2020 Newsletter
Welcome to The Honan Group's Third Quarter 2020 Newsletter!
Second Quarter 2020 Newsletter
Welcome to The Honan Group's Second Quarter 2020 Newsletter!
First Quarter 2020 Newsletter
Welcome to The Honan Group's First Quarter 2020 Newsletter!
Fourth Quarter 2019 Newsletter
Read our Q4 2019 Newsletter!
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Secure 2.0 Act: What Plan Sponsors Need to Know in 2024
An array of new provisions under the SECURE 2.0 Act are on tap this year that are expected to profoundly impact plan design and how participants will save for the future. Read on to learn how to implement this next phase of the law successfully.
Don’t Procrastinate – Establish Your Will
Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how make the most of the leftover funds.
