Ready to see what's possible

5 things you need to know to ride out a volatile stock market.

Hilltop mountain graphic

5 things you need to know to ride out a volatile stock market.

Read More >

June, 2020 Market Commentary – The Approaching Light Before the Dawn

June Market Commentary The Approaching Light Before the Dawn Market Insights We cannot remember a time when we ve seen such a widespread disparity between what is happening in the... Read More >

Retirement insight – July, 2020

Retirement insight July Market Insights Monthly News and Information for Current and Future Retirees Presented by Hilltop wealth solutions June QUOTE OF THE MONTH The real voyage of discovery consists... Read More >

The Pros and Cons of Early Retirement Plan Rollovers

The Pros and Cons of Early Retirement Plan Rollovers Market Insights Should you withdraw and reinvest your retirement plan money while you are still on the job Provided by Hilltop... Read More >

Eldercare Choices in the COVID-19 Era

Eldercare Choices in the COVID- Era Market Insights Exploring your extended care options may be wise at this time Provided by Hilltop Wealth Solutions Given the threat of COVID- seniors... Read More >

July, 2020 Market Commentary – A Bounce in Economic Activity and COVID-19 Cases

July Market Commentary A Bounce in Economic Activity and COVID- Cases Market Insights In June we posted an article to our Insight blog on our website titled The Approaching Light... Read More >

A December Letter to Clients: Some Taxing Issues and Market Round Up

A December Letter to Clients Some Taxing Issues and Market Round Up Looking to year-end I know it s a busy time But it s not too soon to start... Read More >

What Happens to Your Insurance Policy When Your Insurer Sells A Block of Its Business Lines

Read More >

A Winning Combination: Tax Preparation & Planning

Smart Advice Simply Clearly A Winning Combination Tax Preparation amp Planning Here s what you need to know Provided by Hilltop Wealth Solutions Many of you have started working on... Read More >

Seven Steps for Staying Ahead of Scammers

Smart Advice Simply Clearly Seven Steps for Staying Ahead of Scammers Here s what you need to know Provided by Hilltop Wealth Solutions When was the last time you received... 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