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Retirement Redefined Acres of Diamonds Investments Surprises

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.

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U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.


Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Alternative Investments - Going Mainstream

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

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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