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...
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
There are ways to improve your physical fitness without denting your fiscal fitness.
For some, the social impact of investing is just as important as the return, perhaps more important.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Try these activities to keep your brain sharp.
Tax preparation may be the perfect time to give the household budget a check-up.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Why are 401(k) plans, annuities, and IRAs so popular?
How will you weather the ups and downs of the business cycle?
Taking your Social Security benefits at the right time may help maximize your benefit.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are hundreds of ETFs available. Should you invest in them?
A special needs trust helps care for a special needs child when you’re gone.