Brian Haney
The Path to Excellence & Financial Empowerment
Enjoyed a great conversation with the Advisor Today podcast team and hope you enjoy the interview. https://at.naifa.org/on-the-path-to-ex...
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Brian Haney
- Jun 8
- 1 min
Seven Financial Mistake to Avoid
We all want to make the most of our money, but very often our money makes the most of us. Here's 7 things to avoid for a happier and...
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Brian Haney
- May 20
- 1 min
The Business of Pride
Our team is proud to recognize our Founder as one of the Washington Business Journal's Business of Pride Awardees. Each year the Journal...
218 views0 comments
Brian Haney
- Mar 31
- 0 min
252 views0 comments
Brian Haney
- Dec 21, 2021
- 1 min
Founder honored as Finance Monthly's Insurance & Retirement Services Broker of the Year 2021
A true tribute to the extraordinary team and great work the Haney Company continues to do.
277 views0 comments
Brian Haney
- Dec 9, 2021
- 1 min
Why Retirees Who Don't Consider ESG Investing Are Making a BIG Mistake!
With more investors taking into account environmental, social, and governance principals when making decisions, along with a growing...
191 views0 comments
Brian Haney
- Nov 22, 2021
- 1 min
Stories that compel, not stories that sell
Could unlocking the power of storytelling be a catalyst for our organizations to drive both opportunities as well as brand engagement?
157 views0 comments
Brian Haney
- Nov 18, 2021
- 1 min
Scott Haney Awarded the Recognition of IOM
U.S. Chamber of Commerce Foundation News shared an announcement following their Institute for Organization Management graduation ceremony...
139 views0 comments
Brian Haney
- Jul 16, 2021
- 1 min
To PEO or not to PEO
As organizations look for cost savings and economies of scale, it's important to know all the options that are out there and understand...
244 views0 comments
Brian Haney
- Apr 21, 2021
- 1 min
The 6 Secrets of Financial Success
The most financially successful people we work with at our firm are not the ones that have made the most money, they are the ones that...
310 views0 comments
Brian Haney
- Mar 5, 2021
- 1 min
The True Value of Life Insurance as an Asset
Dispelling some myths and discovering the facts of what some are calling "the most flexible asset ever invented."
320 views0 comments
Brian Haney
- Mar 1, 2021
- 1 min
March Opportunity Zone Tax Deadlines
March is upon us. Why does that matter? The U.S. Treasury Department released final regulations for the Qualified Opportunity Zone...
356 views0 comments
Brian Haney
- Nov 2, 2020
- 1 min
Maximizing Your Real Estate Capital - Webinar Replay
How do you make your money go further when investing in real estate? In this webinar, learn the basics of a 1031 exchange, including...
330 views0 comments
Brian Haney
- Oct 9, 2020
- 1 min
The Basics of Getting Started In Real Estate with Chris Mills
Passion is an understatement when it comes to Christopher Mills and his desire to help families and family-owned businesses.
348 views0 comments
Brian Haney
- Sep 18, 2020
- 1 min
New life for Affinity programs
Improving member engagement, increasing member value, and delivering a better member experience.
295 views0 comments
Brian Haney
- Sep 4, 2020
- 1 min
6 retirement planning myths
There are many commonly held misconceptions about retirement planning that can make it hard to know what to do, and those misconceptions...
289 views0 comments
Brian Haney
- Aug 24, 2020
- 1 min
Is Life Insurance King?
How much do we really consider taxes when it comes to our savings and investing strategy?
202 views0 comments
Brian Haney
- Aug 1, 2020
- 1 min
How Affinity Programs can help members during the pandemic
The coronavirus crisis has created hazards, risks, and potential risks for members that could be mitigated with the proper insurance....
219 views0 comments
Brian Haney
- Jun 24, 2020
- 1 min
Webinar Replay – The DST and the 1031 Exchange
In certain situations, DSTs can be the perfect tool to assist real estate investors with succession and estate planning. It is also a...
301 views0 comments