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A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

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.

Helpful Content

Debt Stress

Debt Stress

There’s a link between debt and stress.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

 

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Saving for College 101

Here’s a crash course on saving for college.

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