Ready to see what's possible

5 Highlights of the New Stimulus Package

Hilltop mountain graphic

5 Highlights of the New Stimulus Package

Smart Advice Simply Clearly Highlights of the New Stimulus Package What the latest round of funding may mean for you Provided by Hilltop Wealth Solutions After a bit of political... Read More >

Coronavirus Vaccines and the Economy

Smart Advice Simply Clearly Coronavirus Vaccines and the Economy Hopeful markets react Provided by Hilltop Wealth Solutions As the United States sees a rise in cases of COVID- across the... Read More >

Election 2020 – a nail-biter

Smart Advice Simply Clearly Election a nail-biter Provided by Hilltop Wealth Solutions For the nation has been one of the most difficult years in memory We are grappling with Covid... Read More >

The Social Security Administration Announces 2021 COLA

Smart Advice Simply Clearly The Social Security Administration Announces COLA What you should know about the most recent cost-of-living adjustment Provided by Hilltop Wealth Solutions On October the Social Security... Read More >

2021 Limits for IRAs, 401(k)s and More

Smart Advice Simply Clearly Limits for IRAs k s and More Numbers to know for the new year Provided by Hilltop Wealth Solutions On October the Treasury Department released the... Read More >

Home Builders Confident in Economic Rebound

Smart Advice Simply Clearly Home Builders Confident in Economic Rebound Here s what you need to know about the housing market Provided by Hilltop Wealth Solutions To some this may... Read More >

Keep an Eye on Buying & Selling by Corporate Executives

Smart Advice Simply Clearly Keep an Eye on Buying amp Selling by Corporate Executives A look at insider trading Provided by Hilltop Wealth Solutions To some the buying and selling... Read More >

Data Breach

Data Breach How We Work Download PDF Steps You Should Take In The Aftermath Within The First - Hours Call your advisor regardless of where or how the breach occurred... Read More >

Taking Stock: Avoid Market Shortcomings

Smart Advice Simply Clearly Taking Stock Avoid Market Shortcomings Here s what you need to know Provided by Hilltop Wealth Solutions You may have heard the news about stocks for... Read More >

Upcoming Events

Annual Client Baseball Outing – South Bend, IN

August 27th at The South Bend Cubs

I'm interested in attending >

Dinner Seminar – Mishawaka, IN

September 12th @ Ruth’s Chris

I'm interested in attending >

Dinner Seminar – Mishawaka, IN

September 17th @ Ruth’s Chris

I'm interested in attending >

Dinner Seminar – Fort Myers, Florida

September 23rd, 24th or 30th @ Coopers Hawk

I'm interested in attending >

Dinner Seminar – Fort Myers, Florida

October 21st and 22nd @ Coopers Hawk

I'm interested in attending >

Educational Workshop – Bonita Springs, Florida

October 21st or 22nd at Bonita Public Library

I'm interested in attending >

Dinner Seminar – Valparaiso, IN

October 29th and 30th @ Pesto’s 

I'm interested in attending >

Simplify your life with a wealth & tax team that connects you to what matters most.

Start the conversation