Private Wealth Management For Select Individuals
At HB Financial Resources, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Understanding the economy's cycles can help put current business conditions in better perspective.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Investors who put off important investment decisions may face potential consequence to their future financial security.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What if instead of buying that vacation home, you invested the money?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
There are hundreds of ETFs available. Should you invest in them?
Understanding the cycle of investing may help you avoid easy pitfalls.