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Financial Strategies for Physicians
Physicians face unique financial challenges from managing student debt to planning for retirement while navigating a demanding career This guide provides tailored strategies to help those in the medical profession... Download Now >
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Wealth Management Secrets for Business Owners
Running a business is a balancing act that ties your personal finances to your company s success making proactive wealth management essential This guide highlights key challenges from tax burdens... Download Now >
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Retirement Readiness
Our Retirement Readiness guide highlights five signs of inadequate preparation such as lacking a plan insufficient savings and high debt With tailored guidance Hilltop helps clients build secure comprehensive retirement... Download Now >
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Hiring The Right Financial Advisor
Find the right financial advisor with Hilltop s guide Hiring the Right Financial Advisor Essential Questions to Ask Get insights on fiduciary responsibilities fee structures investment strategies and more to... Download Now >
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2024 Essential Financial Figures
Unlock the key to staying financially organized with Hilltop Wealth and Tax Solutions Essential Financial Figures Guide This free resource provides up-to-date limits and thresholds for taxes retirement accounts and... Download Now >
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2024 Tax Planning Guide
This guide will explore how tax filing may look different this tax year and what you can do to prepare Remember that this guide is for informational purposes only and... Download Now >
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5 Things You Can Do with an IRA That You Can’t with a 401k
IRA or 401(k)? Know the key differences between these two popular retirement plans to ensure you are saving in the right account. Download Now >
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Do you want more about spousal IRA’s?
A spouse who inherits an IRA or similar account has a couple of options available depending on what the end goals are But in most cases the rule offers flexibility... Download Now >
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Market Volatility In The New Age
Planning for retirement is never a set it and forget it activity There are unexpected disasters market drops and changing laws that invariably cause retirees to reevaluate their plans of... Download Now >
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Required Minimum Distributions (RMDs)
Before the Secure Act no one could contribute to their traditional IRA after the age of This has been repealed and there is now no age limit on IRA contributions... Download Now >
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2023 Map to Tax Planning Success
If you stopped working suffered investment losses set up an estate plan or switched to itemizing instead of claiming the standard deduction your taxes would be a hassle in Your... Download Now >
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Important Birthdays Over 50
Before you begin planning your retirement be sure to mark these important dates in your calendar Starting at age several birthdays including half-birthdays are critical to understand because they have... Download Now >
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