Making the decision to start a family is one of the most exciting and life-changing decisions a couple can make in their lifetime. There is so much to do and prepare before the little one arrives, such as, painting and
Recently in a meeting with a client they asked me, “What’s the easiest way to determine what I spend?” Knowing how much you spend is not only helpful in managing your household budget and cash flow, but also in determining how
I hope everyone enjoyed Thanksgiving as much as our family did. Good food, friendly banter and sighs of satisfaction were prevalent throughout the day. As we gathered at the table, conversation meandered to topics related to the stock market. The two
Many of our clients often ask the question: “Do I have to take a required minimum distribution from my Roth IRA account”? We wanted to share an article that we found very helpful in answering and explaining the details of that question:
A friend recently asked if we were investment advisors or financial planners and is there a difference between the two? So, we thought we’d highlight some of those details in our blog. For starters, before you hire any financial professional -
There is a common misconception that to work with a financial planner, you must have hundreds of thousands of dollars or be a couple of years from retirement. The truth is that many young professionals are working with financial planners
After joining HFA as a Financial Planning Associate in March, I’ve had many friends, family members and colleagues ask me: What is the process if I choose to work with HFA? It’s a great question, but before I go into
The idiom, Time flies when you’re having fun, was first recorded circa 1800. More than two centuries later, it is still true, at least for me. I recently realized that 31 years ago I became a CERTIFIED FINANCIAL PLANNERTM (CFP®),
We talk to the people we love every day and there seems to be very few topics off limits or opinions we cannot share. But how come, when it comes to Money, most of us pretend to think it is
There are several benefits when working for a publicly traded company. One that we see most often is the accumulation of company stock within an employer sponsored retirement plan. These shares are often provided as a company match, contributed as
Bring back 2017! For the last nine quarters, the broad Standard & Poor's 500 stock index was positive and investors generally made money. For the first quarter of 2018, the index
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