Insights

Search & Filter

February 17, 2022
Retirement Meditation #7: Should I convert pre-tax money into Roth?
Following last week’s Retirement Meditation, one of my LinkedIn connections requested I address converting pre-tax money into Roth. The short answer to this…
Retirement Meditation #7: Should I convert pre-tax money into Roth? Read More
February 9, 2022
Retirement Meditation #6: Should I make deferral contributions to capture the whole employer match?
After graduating from college, I joined the U.S. Department of Labor, EBSA (when it was PWBA).  The government had just made the switch from the Civil…
Retirement Meditation #6: Should I make deferral contributions to capture the whole employer match? Read More
February 3, 2022
Retirement Meditation #5: Should I make pre-tax or Roth contributions to my 401(k) plan?
Years ago, I listened to a retirement plan participant summarize a retirement educator’s lengthy explanation of the differences between pre-tax and Roth…
Retirement Meditation #5: Should I make pre-tax or Roth contributions to my 401(k) plan? Read More
January 29, 2022
Retirement Meditation #4: What is the right amount to save for retirement?
I’ve met a lot of people in my more than 35-year career in the retirement plan industry.  Many individuals have said to me, “I wish I had started saving…
Retirement Meditation #4: What is the right amount to save for retirement? Read More
January 21, 2022
Retirement Meditation #3: What is Retirement?
Me: What is retirement?  My teenage child: That’s easy. It’s when you stop working. Me: Then why do I meet people every day who are working but say they are…
Retirement Meditation #3: What is Retirement? Read More
January 13, 2022
Retirement Meditation #2: Do I spend more time planning vacation or planning for retirement?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement…
Retirement Meditation #2: Do I spend more time planning vacation or planning for retirement? Read More
January 6, 2022
Retirement Meditation #1 - Can I get a do-over at retirement?
Author: Paul A. Carl, CHSA, CPFA​Vice President, Retirement&nbsp…
Retirement Meditation #1 - Can I get a do-over at retirement? Read More
September 14, 2021
Our Cincinnati Office is Moving to Towers of Kenwood
Since HORAN’s establishment in 1948, we have evolved from a one-person operation to a team of over…
Our Cincinnati Office is Moving to Towers of Kenwood Read More
July 16, 2021
HORAN Featured in Cincinnati Business Courier
HORAN was named the 15th Largest Money Management firm in Greater Cincinnati by the Cincinnati Business Courier.
HORAN Featured in Cincinnati Business Courier Read More
May 28, 2021
Cybersecurity & Retirement Plans
Imagine an employee with nearly $300,000 in your company’s 401(k) plan calling you with accusations that $245,000 has vanished—completely disappeared from…
Cybersecurity & Retirement Plans Read More
March 19, 2021
HORAN is a NAPA Top DC Advisor Team
As one of 10 firms in the state of Ohio with this designation, HORAN is proud to be a NAPA Top DC…
HORAN is a NAPA Top DC Advisor Team Read More