wealth management

As unprecedented a year as 2020 has been, one thing remains certain – it will be coming to an end on December 31st!  Now is a good time to evaluate where you are with your financial goals.  With year-end deadlines in mind, we wanted to send the following reminders.

This important webinar is perfect for anyone who is approaching a retirement goal or nearing 65 and want to learn about how to be prepared.

Join HAP Medicare expert, Elizabeth Robinson and Ken Bernard, CFA, as they co-present pertinent information to help you plan and move forward into this exciting next chapter.

When people warn you that having kids is expensive, it’s no joke. From diapers to food, braces to sports activities the costs add up quick. For a middle-income family in the U.S.

Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security.