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...
There’s a link between debt and stress.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
There are things about Social Security that might surprise you.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
At what point can you call a personal vehicle commercial?
Do your insurance needs stay the same when the nest empties?
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There’s an alarming difference between perception and reality for current and future retirees.
What if instead of buying that vacation home, you invested the money?
The decision whether to buy or rent a home may have long-term implications.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here’s a crash course on saving for college.