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.
HB Financial Resources Exciting News: IARFC Founder's Award
In the past 3 years, the non-profit group - International Association of Registered Financial Consultants (IARFC) has experienced a complete reawakening of purpose and function. For this reason, the Association will be awarding its Chairman and CEO H. Stephen Bailey, MRFC, the Founder’s Award at their 2019 Annual Conference in Nashville, TN on March 20-22 at the Gaylord Opryland Resort and Conference Center...
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Tips on insuring your teen driver.
Learn a little about worldwide currency in this fun infographic
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are three things to consider before dipping into retirement savings to pay for college.
$1 million in a diversified portfolio could help finance part of your retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
What does your home really cost?
Making the most of surprises is a great reason to work with us.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.