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...
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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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Determine if you are eligible to contribute to a traditional or Roth IRA.
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A presentation about managing money: using it, saving it, and even getting credit.
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Learn more about taxes, tax-favored investing, and tax strategies.
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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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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.
Should You Tap Retirement Savings to Fund College?
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