News & Blog Stag

Article - August 2019 In Review

Read More

Article - ADV 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 More

Tips for Verizon Employees Considering an EISP Offer and Early Retirement

The decision of when to retire is one of the biggest you can ever make. An early retirement offer from Verizon, whether an ISP, EISP, or Special EISP, can result in you having to accelerate that decision within a relatively short amount of time. For this …

Read More

Lump Sum or Annuity? Verizon Pension Benefit Choices Explained

As a Verizon employee, your pension benefit plays an essential role in your retirement income planning. When deciding to retire from Verizon, one of the biggest decisions you will have to make is whether to take the lump sum or annuity payout option. Whil…

Read More

Why 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 More

ADV 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 More

How 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?

Read More

More Assets Mean More Wealth Management

Being a good steward of your existing wealth requires diligence and foresight. It requires you to consider your current and future needs, as well as those of your spouse, your children, and any other family members or individuals who rely on you financial…

Read More

Key Strategies for Optimizing Social Security Benefits

If you search the Internet for the "future of social security," you will find yourself scrolling through a never-ending list of doomsday posts, with several predicting Social Security's possible demise by 2035. While it appears there may be a little over …

Read More

Retirement Planning: How to Take Out Without Running Out

One of the most common retirement planning concerns is understanding how much money you'll be able to withdrawal each year from your retirement account. Which, in turn, leads to another critical question: How large does your nest egg need to be?

Read More
1 2 3 4 5