In our February blog, we touched on the three components of retirement income: pensions, social security and savings. So where does the 401(k) fall? Most people would place it in the pension column, but that would be incorrect. To determine
In this article we wanted to share some thoughts on the college planning process. However, if you are short on time, check out this 90 second video from the HFA YouTube page
A client recently told me that they strongly dislike having to take their Required Minimum Distribution (RMD) from their IRA each year, first because they don’t need the income, and second because they must pay income taxes on the amount
A client asked how she can tell if her 2018 federal taxes increased or decreased under the new tax law and what steps she should take to plan for her 2019 taxes? Comparing Results for Tax Years 2017 and 2018 The best
We have clients often ask if they should consider including a memo as part of their estate plan. Therefore, we reached out to our colleague Doug Kaune (a local estate planning attorney) and he was able
After a tough 2018, US equity markets posted a strong rally in the first quarter of 2019. The S&P 500 Index (which tracks large companies in the US) gained over 13% for the quarter, largely erasing losses from late last
Last month, a brief inversion of the yield curve brought pundits out in force to prognosticate upon the possibilities of a coming recession. Concerns about Brexit, fears about the ongoing trade conflict with China, and the possibility of auto tariff
There is no question you’ve seen or heard the word Recession used in the last year or so and if history is our guide - the future will continue to bring divergent market cycles, including challenging periods such as slowing
Last Month (February), Pete Hoover, CFP®, CEO of Hoover Financial Advisors (HFA) was selected by Forbes as one of the best wealth advisors in Pennsylvania. Of the 123 PA advisors named, his ranking is 31, which places him in the
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
Last Month (February), Pete Hoover, CFP®, CEO of Hoover Financial Advisors (HFA) was selected by Forbes as one of the best wealth advisors in Pennsylvania. Of the 123 PA advisors
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