Guides & Checklists

Protecting Your Future...

At Hilltop Wealth Solutions, protecting our clients’ data is of paramount importance to us. We recognize that you have entrusted us with your private, personal financial information and we don’t take that lightly. Review our policies outlined below that were put in place to protect you and your information, as well as ways we can work together when you have a problem such as fraud or data breach. We’ll continue to add articles below that demonstrate how we put our clients first.



Additional Resources

Featured Resources

As the coronavirus continues to spread, be sure to review your health insurance to determine how you will handle out-of-pocket costs should you need testing, hospitalization or treatment of COVID-19 symptoms.

As the coronavirus spreads across the nation, now is a good time to review your health insurance to determine how much you might have to pay in out-of-pocket costs should you need testing, hospitalization and/or extended treatment of COVID-19 symptoms.

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$5,000 tax credit for small businesses starting retirement plans

Increases the tax credit available for small business
retirement plan start-up costs up to $5,000 for up to three years. Plus a new $500 tax credit for startup costs for plans that begin implementing automatic enrollment.

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The SECURE Act is by far the biggest retirement-oriented legislation to be enacted in over a decade. Many Americans are left wondering, “What does this mean for me?” Here’s what you need to know.

The SECURE Act, passed in late 2019, is by far the biggest retirement-oriented legislation to be enacted in over a decade. The new law is a very good thing for some retirees and not such a good thing for others. Barely half of the workforce is covered by a retirement savings plan through their employer, and the SECURE Act is meant to address this issue, among other things. Here are some key provisions in the Act that may affect your retirement plans.

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