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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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Estimate how much of your Social Security benefit may be considered taxable.
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Using smart management to get more of what you want and free up assets to invest.
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The chances of needing long-term care, its cost, and strategies for covering that cost.
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Investment tools and strategies that can enable you to pursue your retirement goals.
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Are you ready for retirement? Here are five words you should consider.
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Making the most of surprises is a great reason to work with us.
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