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Author: Michelle Lowrey

Pre-Retirement Perspectives on Social Security: What You Need to Know and Do Before You Apply

Posted on June 27, 2022June 30, 2022 by Michelle Lowrey
Pre-Retirement Perspectives on Social Security: What You Need to Know and Do Before You Apply
Posted in Financial Planning

The Shape of Economic Recovery

Posted on June 23, 2022June 24, 2022 by Michelle Lowrey
The Shape of Economic Recovery
Posted in Investment ManagementTagged economic recovery, letter, economist, recessions, swoosh

Key Considerations For Taking Withdrawals From Your Investments

Posted on June 21, 2022February 14, 2023 by Michelle Lowrey
Key Considerations For Taking Withdrawals From Your Investments
Posted in Financial PlanningTagged Roth IRA, Roth 401k, financial advisor, investments, withdrawals, individual stocks, joint taxable accounts

Is Your Tax Bill Larger Than You Expected?

Posted on June 16, 2022June 16, 2022 by Michelle Lowrey
Is Your Tax Bill Larger Than You Expected?
Posted in Financial PlanningTagged IRS, financial advising, tax bill, taxable capital gains, tax deduction

Financial Planning at Divorce: Finding the Way to Sustained, Equitable Lifestyles

Posted on June 9, 2022June 9, 2022 by Michelle Lowrey
Financial Planning at Divorce: Finding the Way to Sustained, Equitable Lifestyles
Posted in Financial PlanningTagged Financial Planning, divorce, assets, dividing stock shares, divorce laws, properties

The Lasting Impact of Investing Principles from the 1940s

Posted on June 7, 2022June 28, 2022 by Michelle Lowrey
The Lasting Impact of Investing Principles from the 1940s
Posted in Investment ManagementTagged Benjamin graham, investment, timeless investment principles

Develop Healthy Financial Habits: Here’s How.

Posted on June 2, 2022June 2, 2022 by Michelle Lowrey
Develop Healthy Financial Habits: Here’s How.
Posted in Financial PlanningTagged Save for the unexpected, CD, eliminate debt, build credit, IRA, healthy financial habits, prioritize saving, long term plan

Working For Yourself? Take Advantage of a Retirement Savings Plan for the Self-Employed.

Posted on May 31, 2022May 31, 2022 by Michelle Lowrey
Working For Yourself? Take Advantage of a Retirement Savings Plan for the Self-Employed.
Posted in Retirement PlanningTagged Solo 401k, SEP, simplified employee pension

Buy Bonds? I Bonds, That Is

Posted on May 26, 2022February 14, 2023 by Michelle Lowrey
Buy Bonds? I Bonds, That Is
Posted in Financial PlanningTagged bonds, I Bonds, US Government-backed bonds, TIPS, Treasury Inflation Protected Securities, iShares

Bond Yields Are Up. Should You Buy Bonds Now?

Posted on May 24, 2022May 24, 2022 by Michelle Lowrey
Bond Yields Are Up. Should You Buy Bonds Now?
Posted in Estate Planning, Financial PlanningTagged Inflation fighting equities, Diversification, Inflation, portfolio, bond yields, bons, Federal Reservce

Four Estate Planning Documents Everyone Should Have

Posted on May 19, 2022May 19, 2022 by Michelle Lowrey
Four Estate Planning Documents Everyone Should Have
Posted in Financial PlanningTagged Healthcare Proxy, Living will, dnr, Power of Attorney, estate planning documents, advance medical directive, letter of instruction, Estate Planning

“This Time Is Different”: Strategies for Dealing with Market Volatility

Posted on May 17, 2022May 17, 2022 by Michelle Lowrey
“This Time Is Different”: Strategies for Dealing with Market Volatility
Posted in Financial PlanningTagged Financial Planning, market volatility, financial advisor, tax-saving strategies, diversified portfolio

Finding Balance: Planning Retirement Spending

Posted on May 10, 2022May 10, 2022 by Michelle Lowrey
Finding Balance: Planning Retirement Spending
Posted in Financial PlanningTagged budget, retirment, retirement spending, proper life plan, life insurance analysis, Financial Planning, retirement planning

Income-Based Student Loan Repayment: What Are Your Options?

Posted on May 3, 2022May 3, 2022 by Michelle Lowrey
Income-Based Student Loan Repayment: What Are Your Options?
Posted in Investment ManagementTagged income based, repayment, options, IBR, PAYE, REPAYE, PSLF, student loans

The Federal Reserve May Not Need to Raise Rates as Aggressively as Feared to Bring Down Inflation

Posted on April 19, 2022April 20, 2022 by Michelle Lowrey
The Federal Reserve May Not Need to Raise Rates as Aggressively as Feared to Bring Down Inflation
Posted in Market CommentaryTagged Market Commentary, Economy, Global Economy

Rising Rates! Sell Everything! … Or Take a Deep Breath

Posted on April 7, 2022April 11, 2022 by Michelle Lowrey
Rising Rates! Sell Everything! … Or Take a Deep Breath
Posted in Financial PlanningTagged portfolio, bonds, risk, interest rates, rising rates, manage duration, GICS, stable value funds, annuities, Inflation

Employee Stock Awards, Restricted Shares, and Divorce

Posted on April 5, 2022April 5, 2022 by Michelle Lowrey
Employee Stock Awards, Restricted Shares, and Divorce
Posted in Financial PlanningTagged divorce laws, divorce, hbks wealth advisors, employee stock award, restriced shared, allotting shares, dividing stock shares

Oil Production, Consumption, and Reserves: A March 31, 2022 Perspective

Posted on April 1, 2022April 1, 2022 by Michelle Lowrey
Oil Production, Consumption, and Reserves: A March 31, 2022 Perspective
Posted in PerspectivesTagged Ukraine, oil production, consumption, reserves, russia invasion

Buy-Sell Agreements to Protect Businesses with Multiple Owners

Posted on March 24, 2022April 20, 2022 by Michelle Lowrey
Buy-Sell Agreements to Protect Businesses with Multiple Owners
Posted in Financial PlanningTagged entity purchase plan, cross-purchase plan, stock redemption, buy-sell agreements, protect businesses, owners

Credit Card Interest: Know How It Works

Posted on March 15, 2022April 20, 2022 by Michelle Lowrey
Credit Card Interest: Know How It Works
Posted in Financial PlanningTagged credit card, financial advising, interest, APR, payment, minimum payment, cash advances, balance transfer

Intra-family Loans: Gift Money Now, Save on Estate Taxes Later

Posted on March 3, 2022March 3, 2022 by Michelle Lowrey
Intra-family Loans: Gift Money Now, Save on Estate Taxes Later
Posted in Estate PlanningTagged Loans, estate tax, wealth managment, intra-family loans, gift money, home buying

Considering a New Employment Opportunity

Posted on February 28, 2022April 20, 2022 by Michelle Lowrey
Considering a New Employment Opportunity
Posted in PerspectivesTagged new employment, bonus, research, offer, employment

Investing for a Minor: Consider Your Options

Posted on February 17, 2022February 24, 2022 by Michelle Lowrey
Investing for a Minor: Consider Your Options

{“llinks”:[“Brittany Taylor”]}

Posted in Investment ManagementTagged financial services, wealth managment, hbks wealth advisors, investing for a minor, custodial roth ira, UTMA, UGMA, Financial Planning, 529 plan

A Look at How Markets Move During Midterm Election Years

Posted on February 15, 2022February 15, 2022 by Michelle Lowrey
A Look at How Markets Move During Midterm Election Years
Posted in Investment ManagementTagged election years, analyst, gains, losses, midterm, politics, markets move

Why Markets Move: The Impact of Emotion on your Investment Decisions

Posted on February 10, 2022February 10, 2022 by Michelle Lowrey
Why Markets Move: The Impact of Emotion on your Investment Decisions
Posted in Investment ManagementTagged Markets, investment decisions, psychology, investor shortfalls

Child Tax Credit: Know the Current Rules and What You Qualify For

Posted on February 1, 2022February 22, 2022 by Michelle Lowrey
Child Tax Credit: Know the Current Rules and What You Qualify For
Posted in Financial PlanningTagged IRS, Child tax credit, social programs, qualification

Discussing End-of-Life Issues: A Family Imperative

Posted on January 27, 2022February 16, 2022 by Michelle Lowrey
Discussing End-of-Life Issues: A Family Imperative
Posted in Retirement PlanningTagged facilitator, Financial Planning, advisor, family, planning process, end of life issues

A Few Tips for Women Returning to the Workforce After a Divorce

Posted on January 25, 2022January 27, 2022 by Michelle Lowrey
A Few Tips for Women Returning to the Workforce After a Divorce
Posted in Financial PlanningTagged divorce, women, returning to workforce, challenges, Financial Planning

Economic Growth Expected to Moderate This Year

Posted on January 11, 2022January 14, 2022 by Michelle Lowrey
Economic Growth Expected to Moderate This Year
Posted in Market CommentaryTagged low stock market returns, Market Commentary, Economy, Global Economy, economic growth slower

The Fed Pivots to Fight Inflation

Posted on January 11, 2022March 7, 2022 by Michelle Lowrey
The Fed Pivots to Fight Inflation
Posted in Investment ManagementTagged Inflation, interest rate, fed, pivots, fight inflation, US Treasury, jobs, prices

529 Plans vs. Other College Savings Options

Posted on January 6, 2022January 19, 2022 by Michelle Lowrey
529 Plans vs. Other College Savings Options
Posted in Financial PlanningTagged us savings bond, custodial accounts, coverdell accounts, mutual funds, Financial Planning, Roth IRA, trusts, 529 plans, traditional ira, college savings

Robo or Financial Advisor: Where Will You Get Your Advice?

Posted on January 4, 2022January 6, 2022 by Michelle Lowrey
Robo or Financial Advisor: Where Will You Get Your Advice?
Posted in Financial PlanningTagged financial advisor, robo advisor, technology, sec warning

Using Life Insurance for Charitable Giving

Posted on December 28, 2021December 28, 2021 by Michelle Lowrey
Using Life Insurance for Charitable Giving
Posted in Financial PlanningTagged life insurance, charitable giving, premiums

Exchange an Idle Non-Qualified Annuity for Tax-Free Long Term Care Coverage

Posted on December 23, 2021December 23, 2021 by Michelle Lowrey
Exchange an Idle Non-Qualified Annuity for Tax-Free Long Term Care Coverage
Posted in Investment ManagementTagged LTC, exchange, idle, non-qualified annuity, tax-free long term care coverage, 1035 exchange

Investing in 2022: Inflationary Pressures and a Mix of Headwinds and Tailwinds

Posted on December 21, 2021December 21, 2021 by Michelle Lowrey
Investing in 2022: Inflationary Pressures and a Mix of Headwinds and Tailwinds
Posted in Investment ManagementTagged inflationary pressures, asset prices, unwinding inflation, 2022

Increases to Medicare Premiums, Deductibles and Monthly Adjustment Amounts

Posted on December 8, 2021December 8, 2021 by Michelle Lowrey
Increases to Medicare Premiums, Deductibles and Monthly Adjustment Amounts
Posted in InsuranceTagged Medicare, Medicaid, monthly adjustments, part a, part b

Looking to Sell Your Business? Start with the Fundamentals

Posted on December 7, 2021December 7, 2021 by Michelle Lowrey
Looking to Sell Your Business? Start with the Fundamentals
Posted in Business OwnersTagged business succession planning, business, selling your business, fundamentals

Tax Havens & Trust Laws: The Times May Be A-Changin’

Posted on December 2, 2021December 2, 2021 by Michelle Lowrey
Tax Havens & Trust Laws: The Times May Be A-Changin’
Posted in Investment ManagementTagged tax haven, trust laws, delaware, the new Delaware, tx

End-of-Year Tax Planning? Involve Your Advisors

Posted on November 30, 2021April 11, 2024 by Michelle Lowrey
End-of-Year Tax Planning? Involve Your Advisors
Posted in Financial PlanningTagged Tax Planning, financial advisor, end of year, advisors

“After-Tax Fund” Conversions: Act Fast Before the Opportunity Vanishes

Posted on November 24, 2021January 19, 2022 by Michelle Lowrey
“After-Tax Fund” Conversions: Act Fast Before the Opportunity Vanishes
Posted in Retirement PlanningTagged Retirement, IRA, Roth IRA, after-tax fund, converisons

IRS Announces Increased 401(k) Contribution Limits for 2022

Posted on November 16, 2021November 16, 2021 by Michelle Lowrey
IRS Announces Increased 401(k) Contribution Limits for 2022
Posted in Retirement PlanningTagged 401k, IRS, contribution limit, 2022

Look to Dividend-Paying Stocks for Income in Retirement

Posted on November 10, 2021November 10, 2021 by Michelle Lowrey
Look to Dividend-Paying Stocks for Income in Retirement
Posted in Retirement PlanningTagged Stocks, Income, dividend-paying, Retirement

Retiring Student Debt: Employers Helping Employees

Posted on November 9, 2021November 9, 2021 by Michelle Lowrey
Retiring Student Debt: Employers Helping Employees
Posted in Financial PlanningTagged Financial Planning, College Education, student debt

The Child Tax Credit: Be Aware of How Program Changes Will Affect You

Posted on November 3, 2021November 3, 2021 by Michelle Lowrey
The Child Tax Credit: Be Aware of How Program Changes Will Affect You
Posted in Financial PlanningTagged Child tax credit, program changes, american rescue plan, funds, tax credit, deduction

Using Life Insurance Riders to Pay for Long-Term Care

Posted on October 25, 2021October 25, 2021 by Michelle Lowrey
Using Life Insurance Riders to Pay for Long-Term Care
Posted in Financial PlanningTagged Long-term care, life insurance, LTCI

Options, Short Selling, GameStop, and the Squeeze

Posted on October 20, 2021October 18, 2021 by Michelle Lowrey
Options, Short Selling, GameStop, and the Squeeze
Posted in Investment ManagementTagged trading, gamestop, short selling, lockdown

It Remains Unclear if Economic Growth Will Remain Above Trend or Trail Off

Posted on October 18, 2021October 19, 2021 by Michelle Lowrey
It Remains Unclear if Economic Growth Will Remain Above Trend or Trail Off
Posted in Market CommentaryTagged Market Commentary, Global Stocks, Economy, Global Economy, 4th quarter commentary

HBKS Named to CNBC FA 100 List

Posted on October 12, 2021October 9, 2024 by Michelle Lowrey
HBKS Named to CNBC FA 100 List
Posted in News & AwardsTagged CNBC, top firm, Award, 2021, ranking

Brittany Taylor Reflects on 20 Years in Financial Services

Posted on October 7, 2021October 7, 2021 by Michelle Lowrey
Brittany Taylor Reflects on 20 Years in Financial Services

{“llinks”:[“Brittany Taylor”]}

Posted in PerspectivesTagged Financial Planning, financial services, wealth managment, hbks wealth advisors

Empower Your Company Through Employee Financial Wellness

Posted on September 2, 2021September 19, 2021 by Michelle Lowrey
Empower Your Company Through Employee Financial Wellness
Posted in Financial PlanningTagged Financial Planning, financial wellness, company

Your Financial Plan: Getting Started

Posted on August 30, 2021September 19, 2021 by Michelle Lowrey
Your Financial Plan: Getting Started
Posted in Financial PlanningTagged financial plan, investments, objectives, holistic approach

Traders Beware

Posted on August 26, 2021September 19, 2021 by Michelle Lowrey
Traders Beware
Posted in Financial PlanningTagged Stocks, market, implications

Rising Interest Rates and the Bond Markets

Posted on August 23, 2021September 19, 2021 by Michelle Lowrey
Rising Interest Rates and the Bond Markets
Posted in Investment ManagementTagged rising interest rates, bond market

Washington State Long-Term Care Payroll Tax Debuts January 2022

Posted on August 19, 2021September 3, 2021 by Michelle Lowrey
Washington State Long-Term Care Payroll Tax Debuts January 2022
Posted in Financial PlanningTagged Long-term care, Washington state, payroll tax

Get the House You Want: Putting Together a Strong Offer

Posted on August 17, 2021August 30, 2021 by Michelle Lowrey
Get the House You Want: Putting Together a Strong Offer
Posted in Financial PlanningTagged inspection, homeowners, offer, homeowners insurance, budget, house buying, appraisal, lender, closing cost

Going Solo: A Non-Traditional Retirement Savings Plan

Posted on August 9, 2021August 9, 2021 by Michelle Lowrey
Going Solo: A Non-Traditional Retirement Savings Plan
Posted in Investment ManagementTagged non-traditional retirement, retirement savings plan

The SLAT: Protect Your Assets Against Estate Tax Law Changes

Posted on August 4, 2021September 7, 2021 by Michelle Lowrey
The SLAT: Protect Your Assets Against Estate Tax Law Changes
Posted in Financial PlanningTagged SLAT, estate tax, Spousal Lifetime Access Trusts

A Will: Everyone Should Have One

Posted on August 3, 2021August 3, 2021 by Michelle Lowrey
A Will: Everyone Should Have One
Posted in Estate Planning, Financial PlanningTagged will, financial plan

Disability Income Insurance for Business Owners

Posted on July 28, 2021July 28, 2021 by Michelle Lowrey
Disability Income Insurance for Business Owners
Posted in InsuranceTagged Financial Planning, disability insurance, Tax-free income, benefit period, waiting period, personal finances

Financial Planning: Helping You See the Big Picture

Posted on July 21, 2021January 19, 2022 by Michelle Lowrey
Financial Planning: Helping You See the Big Picture
Posted in Financial PlanningTagged Financial Planning, big picture, balance priorities, planning process

Commentary on the U.S. Economy, Q3: The Global Economy Has Already Made Enormous Progress as More Countries Reopen

Posted on July 16, 2021July 19, 2021 by Michelle Lowrey
Commentary on the U.S. Economy, Q3: The Global Economy Has Already Made Enormous Progress as More Countries Reopen
Posted in Market CommentaryTagged Market Commentary, Global Stocks, Economy, Global Economy, 3rd quarter 2021 commentary

Leasing a Car? Know What You Can and Can’t Negotiate.

Posted on July 14, 2021July 12, 2021 by Michelle Lowrey
Leasing a Car? Know What You Can and Can’t Negotiate.
Posted in Financial PlanningTagged vehicle, leasing a car, negotiate, interest rates, buyout price, cap insurance, mileage cap, leasing

The VIX: Wall Street’s Fear Index and Valuable Investment Tool

Posted on July 12, 2021July 12, 2021 by Michelle Lowrey
The VIX: Wall Street’s Fear Index and Valuable Investment Tool
Posted in Investment ManagementTagged financial markets, fear index, index and valuable investment tool, VIX, S&P 500 index, market investments

Note to Parents: Advance Child Tax Credit Payments Begin July 15

Posted on June 28, 2021June 28, 2021 by Michelle Lowrey
Note to Parents: Advance Child Tax Credit Payments Begin July 15
Posted in Financial PlanningTagged tax breaks, american rescue plan act of, law, IRS, Child tax credit

Managing Your Real Estate Portfolio with Tax Efficiency

Posted on June 28, 2021June 28, 2021 by Michelle Lowrey
Managing Your Real Estate Portfolio with Tax Efficiency
Posted in Estate PlanningTagged Tax Efficiency, Estate Planning, IRS, taxes, Real Estate Portfolio

Equities and Inflation: Looking Ahead

Posted on June 21, 2021June 21, 2021 by Michelle Lowrey
Equities and Inflation: Looking Ahead
Posted in Financial PlanningTagged Inflation, Equities, planning ahead

Getting a Divorce? Avoid Making These Five Most Common and Costly Mistakes

Posted on June 14, 2021June 14, 2021 by Michelle Lowrey
Getting a Divorce? Avoid Making These Five Most Common and Costly Mistakes
Posted in Financial PlanningTagged Financial Planning, divorce, common mistakes

Special Considerations for Second/Vacation Homes

Posted on June 8, 2021June 22, 2021 by Michelle Lowrey
Special Considerations for Second/Vacation Homes
Posted in Financial PlanningTagged second home, vacation home, Financial Planning

Active Fund or Passive Funds?

Posted on June 2, 2021June 17, 2021 by Michelle Lowrey
Active Fund or Passive Funds?
Posted in Market CommentaryTagged portfolio, active fund, passive fund, Investing

529 Plans: The Ins and Outs of Contributions and Withdrawals

Posted on June 2, 2021June 2, 2021 by Michelle Lowrey
529 Plans: The Ins and Outs of Contributions and Withdrawals
Posted in Financial PlanningTagged 529 plans, withdrawal, Contributions, college savings tool

Form CRS: Helping You Understand the Financial Professional Relationship

Posted on June 1, 2021June 1, 2021 by Michelle Lowrey
Form CRS: Helping You Understand the Financial Professional Relationship
Posted in Financial PlanningTagged Form CRS, Financial professional, SEC

Estate Planning and 529 Plans

Posted on May 26, 2021May 26, 2021 by Michelle Lowrey
Estate Planning and 529 Plans
Posted in Estate Planning, Financial PlanningTagged Financial Planning, Estate Planning, 529 plans, financial advice

Gift and Estate Tax Planning: Stay Current and Avoid the Consequences

Posted on May 18, 2021May 19, 2021 by Michelle Lowrey
Gift and Estate Tax Planning: Stay Current and Avoid the Consequences
Posted in Estate Planning, Financial PlanningTagged gift tax planning, estate tax planning, exemption amount, estate planning documents

HBKS 2021 Economic and Investment Outlook

Posted on April 30, 2021May 21, 2021 by Michelle Lowrey
HBKS 2021 Economic and Investment Outlook
Posted in Market CommentaryTagged Market Commentary, economic outlook, investment

Markets Are Unpredictable. Financial Plans Aren’t.

Posted on April 29, 2021April 9, 2024 by Michelle Lowrey
Markets Are Unpredictable. Financial Plans Aren’t.
Posted in Financial PlanningTagged Financial Planning, Retirement, financial advisor, market trends

The Biden Tax Plan: Estate Planning Considerations

Posted on April 26, 2021April 26, 2021 by Michelle Lowrey
The Biden Tax Plan: Estate Planning Considerations
Posted in Estate PlanningTagged Estate Planning, Biden Tax Plan

Behavioral Finance: Investors React Emotionally, Irrationally

Posted on April 20, 2021August 15, 2025 by Michelle Lowrey
Behavioral Finance: Investors React Emotionally, Irrationally
Posted in Financial PlanningTagged behavioral finance, investors, react emotionally, loss averison

Economic Recovery and Growth in the Second Quarter

Posted on April 15, 2021April 15, 2021 by Michelle Lowrey
Economic Recovery and Growth in the Second Quarter
Posted in Market CommentaryTagged Market Commentary, economic recovery, second quarter, COVID19

Transfer (More Than Just) Wealth to Your Children

Posted on April 6, 2021April 6, 2021 by Michelle Lowrey
Transfer (More Than Just) Wealth to Your Children
Posted in Financial PlanningTagged Wealth Transfer, children, financial advising

Pension Maximization: A Pension Payout Option Strategy

Posted on April 2, 2021April 30, 2021 by Michelle Lowrey
Pension Maximization: A Pension Payout Option Strategy
Posted in Retirement PlanningTagged defined benefit pension plan, Retirement, Pension Maximization, payout

Employee Stock Ownership Plan: What Business Owners Need to Understand – Part 2

Posted on March 27, 2021March 31, 2021 by Michelle Lowrey
Employee Stock Ownership Plan: What Business Owners Need to Understand – Part 2
Posted in Business OwnersTagged business owner, business succession planning, business, ESOP, Employee Stock Ownership Plan, Business Owners, business succession

Bitcoin: A Wildly Speculative Play

Posted on March 18, 2021March 19, 2021 by Michelle Lowrey
Bitcoin: A Wildly Speculative Play
Posted in Investment ManagementTagged Bitcoin, financial, investment, cryptocurrency, cryptocurrencies

Having a Baby? A Few Tips on Being Financially Prepared

Posted on March 12, 2021March 24, 2021 by Michelle Lowrey
Having a Baby? A Few Tips on Being Financially Prepared
Posted in Financial PlanningTagged Family Financial Planning, financial, family, baby, pregnant

Special Needs Children and Divorce: What You Need to Know

Posted on March 9, 2021March 9, 2021 by Michelle Lowrey
Special Needs Children and Divorce:  What You Need to Know
Posted in Financial PlanningTagged Financial Planning, divorce, special needs children, CDFA

My Favorite Stock Market Chart (or, How I Learned to Stop Worrying and Embrace Market Volatility)

Posted on February 24, 2021May 21, 2021 by Michelle Lowrey
My Favorite Stock Market Chart (or, How I Learned to Stop Worrying and Embrace Market Volatility)
Posted in Investment ManagementTagged stock market, embrace market volatility, performance

Selling Your Business? It Can Get Complicated.

Posted on February 18, 2021February 18, 2021 by Michelle Lowrey
Selling Your Business? It Can Get Complicated.
Posted in Estate PlanningTagged selling your business, Loans, family, buyers, tax liability

Converting a Traditional IRA to a Roth IRA at a Young Age: What Should Jack Do?

Posted on February 10, 2021February 10, 2021 by Michelle Lowrey
Converting a Traditional IRA to a Roth IRA at a Young Age: What Should Jack Do?
Posted in Retirement PlanningTagged IRA, Roth IRA

Don’t Roll Over on Your Rollover

Posted on February 2, 2021May 21, 2021 by Michelle Lowrey
Don’t Roll Over on Your Rollover
Posted in Retirement PlanningTagged Retirement, retirement planning, rollover, FINRA

Watch: Medicare Basics: What You Need to Know

Posted on January 26, 2021January 29, 2021 by Michelle Lowrey
Watch: Medicare Basics: What You Need to Know
Posted in Financial PlanningTagged Medicare, webinar

Transitioning Baby Boomer Wealth to the Next Generation

Posted on January 26, 2021January 26, 2021 by Michelle Lowrey
Transitioning Baby Boomer Wealth to the Next Generation
Posted in Financial PlanningTagged Wealth, Investment Planning, Baby boomer, next generation

What’s In Joe Biden’s Tax Return?

Posted on January 12, 2021May 21, 2021 by Michelle Lowrey
What’s In Joe Biden’s Tax Return?
Posted in Financial PlanningTagged tax, Biden, tax return

Invest for Your Future: What Is an IRA?

Posted on December 16, 2020January 13, 2021 by Michelle Lowrey
Invest for Your Future: What Is an IRA?
Posted in Financial Planning, Retirement PlanningTagged investment, Retirement, IRA, IRS, contribution

Can I convert my traditional IRA to a Roth IRA?

Posted on December 9, 2020January 13, 2021 by Michelle Lowrey
Can I convert my traditional IRA to a Roth IRA?
Posted in Financial Planning, Retirement PlanningTagged Retirement, IRA, Roth IRA

Lifetime Planning Is More Than Stocks and Bonds

Posted on December 8, 2020December 8, 2020 by Michelle Lowrey
Lifetime Planning Is More Than Stocks and Bonds
Posted in Financial PlanningTagged Financial Planning, Stocks, 529 plan, bonds, lifetime planning

What the Markets Are Saying About the 2020 Elections

Posted on November 23, 2020May 21, 2021 by Michelle Lowrey
What the Markets Are Saying About the 2020 Elections
Posted in Investment ManagementTagged election 2020, market, financial

Choosing a Beneficiary for Your IRA or 401(k)

Posted on November 10, 2020December 3, 2020 by Michelle Lowrey
Choosing a Beneficiary for Your IRA or 401(k)
Posted in Financial Planning, Retirement PlanningTagged Retirement, 401k, IRA, Roth IRA, tax, beneficiary

Elections and the Markets: Comparing 2020 with 2000

Posted on November 3, 2020December 3, 2020 by Michelle Lowrey
Elections and the Markets: Comparing 2020 with 2000
Posted in Investment ManagementTagged market volatility, election 2020, market, ballot, tech bubble, fear index

Advantages and Disadvantages of Self-Employment

Posted on November 2, 2020November 2, 2020 by Michelle Lowrey
Advantages and Disadvantages of Self-Employment
Posted in Business OwnersTagged boss, risk, Self-Employment, work life

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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

© 2011-2026 HBKS Wealth Advisors. All rights reserved.

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