Facebook-f Twitter Linkedin-in Youtube Phone
Facebook-f Twitter Linkedin-in Youtube

5 Highlights of the New Stimulus Package

Smart Advice. Simply. Clearly. 5 Highlights of the New Stimulus PackageWhat the latest round of funding may mean for you. Provided by Hilltop Wealth Solutions After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues […]

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-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1 A positive reaction to […]

Election 2020 – a nail-biter

Smart Advice. Simply. Clearly. Election 2020 – a nail-biter Provided by Hilltop Wealth Solutions For the nation, 2020 has been one of the most difficult years in memory. We are grappling with Covid and its fallout, economic upheaval, racial tensions, wildfires, hurricanes, a presidential election, and a polarized electorate. Despite this year’s difficulties, a strong […]

The Social Security Administration Announces 2021 COLA

Smart Advice. Simply. Clearly. The Social Security Administration Announces 2021 COLA What you should know about the most recent cost-of-living adjustment. Provided by Hilltop Wealth Solutions On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment (COLA) for 2021. This adjustment will begin […]

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

Smart Advice. Simply. Clearly. 2021 Limits for IRAs, 401(k)s and More Numbers to know for the new year. Provided by Hilltop Wealth Solutions On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note. 401(k)s. The […]

Home Builders Confident in Economic Rebound

Smart Advice. Simply. Clearly. Home Builders Confident in Economic ReboundHere’s what you need to know about the housing market. Provided by Hilltop Wealth Solutions To some, this may hardly feel like an economy headed for a bright future. But don’t tell that to home builders. Builder confidence in August jumped to an eye-popping 78 in […]

Keep an Eye on Buying & Selling by Corporate Executives

Smart Advice. Simply. Clearly. Keep an Eye on Buying & Selling by Corporate ExecutivesA look at “insider” trading. Provided by Hilltop Wealth Solutions To some, the buying and selling of a company’s stock by corporate officers and directors can be an indicator of Wall Street sentiment. In July 2020, the ratio of companies with executive […]

Data Breach

Data Breach How We Work Download PDF Steps You Should Take In The Aftermath Within The First 24-48 Hours 1. Call your advisor, regardless of where or how the breach occurred, so he/she can watch for any suspicious activity in your accounts and collaborate with you on extra precautions to take in verifying your identity […]

Taking Stock: Avoid Market Shortcomings

Smart Advice. Simply. Clearly. Taking Stock: Avoid Market ShortcomingsHere’s what you need to know. Provided by Hilltop Wealth Solutions You may have heard the news about stocks for certain companies suddenly ballooning, quickly going from lunch money prices to several hundred dollars a share. In one case, the shares rose over 1700% since December 2020.1 […]

© 2022 Hilltop Wealth and Tax Solutions

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.

Client Login
Contact Us