Independent
Our recommendations are unbiased and unrestricted. As fiduciaries we are obligated to put the needs of our clients first. Our role is to consult and collaborate with you to develop holistic financial plans that address your personal needs and circumstances.
Comprehensive
You require a wide range of financial services. We make it easy for you to meet your needs by providing experts across financial disciplines along with accounting, tax and advisory services from our affiliate, HBK CPAs & Consultants, a Top 100 CPA firm.
Personal
While we employ innovative and sophisticated financial technology, there’s nothing robotic about how we work with you. We start by thoroughly understanding your financial needs and develop a customized financial plan. We then remain involved throughout our relationship to serve you as your life and goals change.
End-of-Year Tax Planning? Involve Your Advisors
Financial Planning
There are benefits to be gained by meeting before the end of the year with your financial advisor and the CPA who will oversee the completion and filing of your tax...
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“After-Tax Fund” Conversions: Act Fast Before the Opportunity Vanishes
Retirement Planning
Retiring boomers are looking for ways to generate income without eroding their assets. One approach is to invest in dividend-paying and rising dividend-paying stocks and funds.
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IRS Announces Increased 401(k) Contribution Limits for 2022
Retirement Planning
Good news for anyone looking to save more for retirement – the IRS announced recently that investors can put an extra $1,000 in their 401(k)s in 2022.
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Look to Dividend-Paying Stocks for Income in Retirement
Retirement Planning
Retiring boomers are looking for ways to generate income without eroding their assets. One approach is to invest in dividend-paying and rising dividend-paying stocks and funds.
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Retiring Student Debt: Employers Helping Employees
Financial Planning
As most experienced financial planners will advise, it is usually in your best interest to reduce or eliminate debt in order to create personal wealth. The principle rings particularly true if...
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The Child Tax Credit: Be Aware of How Program Changes Will Affect You
Financial Planning
The American Rescue Plan included meaningful changes to the Child Tax Credit. Specifically, the credit was increased from $2,000 to $3,000 per child over the age of six and $2,000 to...
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