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April 9, 2024
Selecting A Trustee
Keith Prince engages in a discussion with Andrea Costa, Esq, emphasizing the significance of…
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April 1, 2024
Timing Your Social Security Benefits
April is National Social Security Month! Kelsey Murray sits down with Michael Hermes to discuss the…
3
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March 27, 2024
Rebalancing Your Investment Portfolio
Paul Carl sits down with Thomas Reitzes to discuss the significance of rebalancing one's investment…
8
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March 19, 2024
HORAN Wealth's Retirement Team Named to List of Nation's Top DC Advisor Team
HORAN Wealth's Retirement Plan Consulting team has been named to the National Association of Plan…
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March 11, 2024
The Benefits of Individual Disability Insurance
Michael Hermes and Greg Hoernschemeyer dive into the crucial conversation about the significance of…
6
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February 26, 2024
The Benefits of Simple & Compound Interest
Paul Carl sits down with Thomas Reitzes to discuss simple versus compound interest. Understanding…
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February 19, 2024
Pre Tax vs After Tax in Retirement Plans
Kelsey Murray and David Templeton discuss pre tax vs after tax when in retirement plans.
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February 9, 2024
HORAN Wealth Brochure
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January 12, 2024
Navigating SECURE 2.0
Terence L. Horan and Paul Carl talk about how to navigate SECURE 2.0.
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December 15, 2023
HORAN Wealth Announcement
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June 12, 2023
Retirement Meditation #45: Do you know how many compliance tests are required annually for your retirement plan?
A plan sponsor offered a safe harbor 401(k) plan using the basic match formula and wanted to redefine compensation to exclude commissions for deferral and safe…
100
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June 1, 2023
Retirement Meditation #44: Has my company outgrown its SIMPLE retirement program?
Pre-COVID, a small business investigated a move from their SIMPLE IRA to a more traditional 401(k) plan. The growing organization was approaching and looking…
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