The Henne Financial Group Blog

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ The “Dirty Dozen” Identity Theft Using your personal information, an identity thief can file a fraudulent tax...

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Retirement Traps to Avoid

  6263 N. Scottsdale Rd #385 Scottsdale, AZ 85250 7, 63, 24, 6 Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not...

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9 Facts About Retirement

9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things...

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A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

*This material was developed and produced by FMG Suite Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision is better than no...

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Don’t Be Afraid to Log into Your 401K

Don’t Be Afraid to Log into Your 401K

A time of extreme volatility, both up and down, may cause you to not look at your 401k out of fear.  What is driving your hesitation? CNN Business reported that the average 401k shrank by $91,400 in the first quarter of 2020.  That’s a 19% drop from the previous...

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Disclosures

Marty R. Henne, CFP® is an Investment Advisor Representatives of, and offers Securities and Investment Advisory Services through Woodbury Financial Services, Inc., Member FINRASIPC, and Registered Investment Advisor. Insurance offered through The Henne Financial Group, LLC.  The Henne Financial Group and Woodbury Financial are not affiliated entities. Woodbury Financial Services, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc.

The Henne Financial Group advisors are compensated on a commission and/or fee basis depending on the clients' best interest.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, IL, MA, MI, NE, NJ, NC, PA, SC, TX, UT, WA and WI.

No offers may be made or accepted from any resident outside the specific states referenced

Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

This site may contain links to articles, comments, or other information from a third party. Woodbury Financial Services, Inc. and its affiliates do not endorse or accept responsibility of third party content. This content has not been reviewed by Woodbury Financial Services, Inc. or its affiliates for completeness or accuracy.