As I reflect on 2019, Wow! What a difference 12 months can make! I sincerely believe that many of our clients are feeling very good about their financial situation, investment returns and the strength of our US economy. We all
A client asked: “What is the SECURE Act and how does it affect my retirement accounts?” The Setting Every Community Up for Retirement Enhancement Act (SECURE Act or the Act) was signed by the President on December 20, 2019. It makes
As we enter the holiday season, we observe that Christmas has noticeably come early for investors this year. November was the best month of 2019 for equity investors, and on the whole, this has been a year of strong investment
A client asked for checklists for year-end tax planning for Tax Year (TY) 2019 and tax planning for Tax Year 2020. Here are some things to think about to do tax planning. Check Tax Withholdings and Quarterly Estimated Payments for TY2019
In less than a week, the holiday season officially begins. Stores are filled with gift options for everyone from pets to grandpa. In October, the National Retail Federation (NRF) estimated 2019 seasonal sales would total between $727.9 billion and $730.7
Preparing for an annual or semi-annual financial review may be easier with a checklist to help you focus on important matters. With that in mind, here is a list of key considerations that you may want to discuss with your
Last month, the U.S. Federal Reserve decreased short-term interest rates for the second time in three months. Democrats in the U.S. House of Representatives launched an impeachment inquiry surrounding President Trump’s interactions with Ukraine. And the market, more or less,
We have written numerous blogs in the last year touching on long-term care insurance and the value it lends. This month, we are going to discuss “hybrid” long-term care policies and how they might be a better alternative to the
At HFA, we are charged everyday with assisting our clients with retirement planning, investment management, and tax planning. Another planning topic that continues to create more and more anxiety for our clientele is their children’s education. In this blog, we
Estate planning is a necessary component of a financial plan. However, planning the details of your funeral might be something that hadn't crossed your mind during the estate planning process. Today we are sharing an article from USA Today detailing
As I reflect on 2019, Wow! What a difference 12 months can make! I sincerely believe that many of our clients are feeling very good about their financial situation, investment
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