Long-Term Care Planning
When planning for the future, one aspect that often goes overlooked is long-term medical care.
Read MoreWhy Women Should Be Involved in Financial Planning
Back when traditional gender roles were upheld across most homes, women were the homemakers and men were the breadwinners. Consequently, men were also the financial planners since they were the ones making money. At most, women were responsible for daily …
Read MoreDonor-Advised Funds Explained
A donor-advised fund (DAF) is a philanthropic giving vehicle that allows individuals, families, and organizations to make charitable contributions, receive immediate tax benefits, and recommend how those funds should be distributed to nonprofit organizati…
Read MoreYear-End Tax Planning
Year-End Tax Planning Year-end tax planning is an essential part of managing your finances and minimizing your tax liability. This is a time to review your financial situation and take steps to reduce your tax burden for the current tax year. Here are som…
Read MoreFour Reasons Why Women Make Better Investors Than Men
The verdict is out, and according to data, women are, indeed, better investors than men. While it's true that women invest less frequently than men, the numbers show that women investors outperform their male counterparts in returns. According to a Fideli…
Read MoreSECURE Act 2.0: How the New Rules Affect Your Retirement
Putting money aside for retirement can be daunting, especially when there are bills to catch up on. Over the years, retirement tax incentives have not been very effective in encouraging people to enthusiastically save for retirement. This is set to change…
Read MoreWhy the Bond Market Losing in Early 2022 Is Actually Good News
The Opportunity to Capture Higher Yields Offsets Unrealized Losses for the Vast Majority of Bond Investors It is fair to say it’s been some time since investors have been faced with a rising interest rate environment. The corresponding volatility we’ve se…
Read MoreADV Offer Letter
As we are early in 2022 it’s a good time to reflect on the guiding principles which govern our investment advice philosophy. H&A’s overall basis of investment advice is goal-focused and planning-driven, your vision, goals and objectives provide the guidan…
Read MoreHow to Know If You Should Do a Roth Conversion
Depending on the type of Individual Retirement Accounts (IRA) you have in your portfolio, you may need to look at the potential of a Roth IRA Conversion as part of your financial retirement plan. So, why should you consider a Roth IRA Conversion?
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