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Cybersecurity Knowledge

October 2021 Newsletter Cybersecurity Trivia October is Cybersecurity Awareness Month and comes as part of a national effort to raise awareness on the importance of developing smart cybersecurity practices and safe online habits among growing internet threats. Hilltop is here to provide tools and resources to help you and your loved ones stay safe online. […]

Cybersecurity Awareness Month

October 14, 2021 ▫️ Security Cybersecurity Awareness Month: Tips to Protect Yourself Online Everyone plays a part in creating a safe digital environment, and the 2021 National Cybersecurity Awareness Month, a collaborative effort of government and industry, focuses on the role of each individual in maintaining cybersecurity at home and in the workplace. Whether using […]

Hilltop Tax Acquires William R. Hanna, CPA, PC

Hilltop Tax is Growing Hilltop Tax is pleased to announce it recently acquired William R. Hanna, CPA, PC — a long-time, South Bend-based public accounting firm serving businesses and individual clients. The move allows Hilltop to continue growing and expanding its offerings. Hilltop Tax Solutions has acquired William R. Hanna, CPA, PC, a public accounting […]

Charitable Giving in 2021: Extension of Benefits Under the CARES Act

Smart Advice. Simply. Clearly. CHARITABLE GIVING IN 2021: EXTENSION OF BENEFITS UNDER THE CARES ACT Due to the pandemic, charity donations are needed more than ever. And, with charitable tax deductions, your 2021 generosity will be rewarded come tax season — thanks to an extension of benefits under the CARES Act. The provision allows a […]

Hilltop Wealth Helps Prepare You for Medical Expenses in Retirement

Medicare Won’t Cover All Your Retirement Health Care Expenses Once you hit age 65, most Americans are eligible for Medicare, which can take care of most of your medical expenses in retirement — but not all. Erik Brenner, President of Hilltop Wealth Solutions, spoke with Sunny 101.5’s Traci Cappellman on why Medicare won’t cover all […]

A Look Back at Markets in Q2

Smart Advice. Simply. Clearly. A LOOK BACK AT MARKETS IN Q2 The 2nd quarter was strong for U.S. equities. The S&P 500 reached a new all-time high in late June and closed the first half of 2021 with a 14% gain. Almost all sectors made gains over the 2nd quarter. The Federal Reserve’s rate-setting meeting […]

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Website Disclosures

Hilltop Wealth Solutions (“Company”) is an SEC registered investment adviser located in Mishawaka, IN with branch office located in MI and other locations throughout IN.  The Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  The Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Company’s web site on the Internet should not be construed by any consumer and/or prospective client as the Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by the Company with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of the Company, please contact the SEC or the state securities regulators for those states in which the Company maintains a notice filing.  A copy of the Company’s current written disclosure statement discussing Company business operations, services, and fees is available by going online via the SEC’s Investment Advisers Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-115255.

The Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company web site or incorporated herein and takes no responsibility, therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Company, will be profitable or equal any historical performance level(s).

Certain portions of Company web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Company (and those of other investment and noninvestment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from the Company, or from any other investment professional.

The Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Company by any of its clients.  Rankings published by magazines and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.  Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the Company web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Company, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to the Company web site, to release and hold harmless the Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the Company.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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