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

June, 2020 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 economy and what is happening in the stock market. Let’s take a moment to briefly outline the situation using hard data. The unemployment rate […]

Retirement insight – July, 2020

Retirement insight – July, 2020 Market Insights Monthly News and Information for Current and Future RetireesPresented by Hilltop wealth solutions – June 2020 QUOTE OF THE MONTH “The real voyage of discovery consists not in seeking new lands but seeing with new eyes.” MARCEL PROUST YOU MIGHT SPEND LESS – LATER IN RETIREMENT A 2019 […]

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 Wealth Solutions Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and […]

Eldercare Choices in the COVID-19 Era

Eldercare Choices in the COVID-19 Era Market Insights Exploring your extended care options may be wise at this time. Provided by Hilltop Wealth Solutions Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.1 In addition to health factors, the cost can be an issue. According to Genworth’s […]

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

July, 2020 Market Commentary – A Bounce in Economic Activity and COVID-19 Cases Market Insights In June, we posted an article to our Insight blog on our website titled “The Approaching Light Before the Dawn” (click here to read). Much of the economic data at that time was extremely negative, with record declines in employment […]

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 thinking about taxes. In prior conversations, we have discussed year-end planning. But let’s concentrate on taxes before the new year begins. Many questions about the new administration […]

A Winning Combination: Tax Preparation & Planning

Smart Advice. Simply. Clearly. A Winning Combination: Tax Preparation & PlanningHere’s what you need to know. Provided by Hilltop Wealth Solutions Many of you have started working on your 2020 tax returns, or you’re at least thinking about them. But how many of you really think about taxes when it comes to your overall financial […]

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 a phone call or email from a scammer? It you were contacted recently, you aren’t alone. Internet scams show no signs of letting up. In fact, […]