Ready to see what's possible

December Financial Quiz

Hilltop mountain graphic

December Financial Quiz

Implementing New Year s Resolutions Millions of people make New Year s resolutions every year hoping to spark positive change In addition to a more active approach to health and... Read More >

A 30-Year High in Inflation Creates New Challenges

A -Year High in Inflation Creates New Challenges For much of the year we have listened to the Fed saying that the surge in inflation is transitory But inflation across... Read More >

Holiday Holdup: Can Supply Chain Problems Be Solved?

Holiday Holdup Can We Solve Our Supply Chain Problems The disruptions to the global supply chain hold lessons for both companies and consumers say Wharton professors Santiago Gallino and Barbara... Read More >

Cybersecurity Knowledge

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... Read More >

Cybersecurity Awareness Month

Cybersecurity Awareness Month Tips to Protect Yourself Online Everyone plays a part in creating a safe digital environment and the National Cybersecurity Awareness Month a collaborative effort of government and... Read More >

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... Read More >

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

Smart Advice Simply Clearly CHARITABLE GIVING IN EXTENSION OF BENEFITS UNDER THE CARES ACT Due to the pandemic charity donations are needed more than ever And with charitable tax deductions... Read More >

Hilltop Wealth Helps Prepare You for Medical Expenses in Retirement

Medicare Won t Cover All Your Retirement Health Care Expenses Once you hit age most Americans are eligible for Medicare which can take care of most of your medical expenses... Read More >

A Look Back at Markets in Q2

Smart Advice Simply Clearly A LOOK BACK AT MARKETS IN Q The nd quarter was strong for U S equities The S amp P reached a new all-time high in... Read More >

Group 1b

Group 1 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