Resources

We're here to help you understand every facet of preparing for your financial future. Use our resources to better understand the financial planning process and how we work for you.

Important Documentation

Legal Options for Divorce

Divorcing a spouse is a very complicated process, legally, financially, and emotionally. You have options when deciding which legal path is right for you.

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Medicare

Medicare is the federal health insurance program that pays for a variety of healthcare expenses for people who are age 65 or older, younger people with disabilities, and/or people with approved medical conditions. Learn more about Medicare and how it could apply to you.

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Transitioning Into Spend Phase

Congratulations on your retirement! Now it’s time to consider the options for this next financial phase of your life.

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Estate Planning

Estate planning is the process of anticipating and arranging how you would like your assets to be distributed. Our guide will help you create an estate plan that keeps you in control.

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Speak with an H&A Advisor

We’re only a phone call or email away. Whether you have a question about building and managing your wealth or planning for your future, or if you just want to get to know us better, we would love to hear from you.