Financial Planning

August 17, 2017 / Gerald D. Fahey

Annuities: Friend or Foe?

Clients sometimes ask us about annuity products, such as should they buy one or not or in the case of one already owned, is it best to keep it or […]

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Estate Planning

July 20, 2017 / Hoover Financial Advisors

Should I Add a Joint Owner to my Financial Accounts?

The below article was written by Douglas Kaune, Esquire. Doug is an estate planning attorney practicing with Unruh, Turner, Burke & Frees. At HFA, our advisors review this question with clients often and we […]

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Investments

June 9, 2017 / Craig Eppler

What is Smart Beta?

If you have opened a Bloomberg magazine, read a Financial Times article, or turned on CNBC, chances are you have come across Wall Street’s newest invention: smart beta. Smart beta […]

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Estate Planning

May 11, 2017 / Peter K. Hoover

7 Estate Planning Mistakes to Avoid

Earlier this week, HFA hosted our first Lunch & Learn event of 2017.  The topic was the 7 Estate Planning Mistakes to Avoid presented by speaker Douglas Kaune, Esquire. Doug is […]

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Taxes

April 27, 2017 / John J. Furey

Basics of U.S. Gift Taxes

A client recently asked when do I have to file a gift tax return and how is the gift tax calculated? Gift Tax Exclusions You need to file a gift […]

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HFA News

March 30, 2017 / Kelly Hoover

Schwab Cybersecurity Resources

Clients often ask us about the security policies for different vendors we use at HFA.  With mainstream news sources reporting frequently on cybercrime, it’s understandable that you may be hesitant […]

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