10 Feb The SECURE Act 2.0: What New Legislation Means for Your Financial Future

Posted at 12:00h in Current Events, E-mails, Personal Finance, Tax Planning

Hi, it’s Hilary Hendershott, and I’m sharing with you just a few of the provisions of the newly signed SECURE Act 2.0 that could benefit...

27 Jan Top lessons about markets, inflation, and recessions for 2023

Posted at 12:00h in E-mails, Current Events, Investing, Personal Finance, Women & Money

We all know that more than a few surprises popped up in the economy and stock market through 2022. It’s important for our team to be...

05 May What is a Fee-Only Financial Advisor and Should You Use One?

Posted at 08:00h in Articles, Personal Finance

Let’s take a closer look at a fee-only financial advisor and whether or not you should use one....

21 Apr What to Do with Your Company Stock Options

Posted at 08:00h in Articles, Investing, Personal Finance

Stock options are very complex. From their tax treatment to the many risks involved, it’s important that you both educate yourself and surround yourself with...

03 Mar Should You Make a 2020 Contribution to Your Retirement Accounts?

Posted at 12:48h in Articles, Personal Finance, Tax Planning

While you likely made retirement contributions in 2020, you may be able to contribute more toward your 2020 contribution limits. ...

03 Apr What’s in the CARES Act?

Posted at 19:01h in Personal Finance, Articles, Current Events

With America facing a crisis of historic proportions amid the COVID-19 pandemic, the president recently signed the $2 trillion federal aid package to provide economic...