An April Letter to Clients: The Covid Economy, a Year Later

This time last year, the World Health Organization recently had declared that the spread of Covid-19 constituted a  worldwide pandemic.

Seven Steps for Staying Ahead of Scammers

When was the last time you received a phone call or email from a scammer? It you were contacted recently, you aren’t alone.

A Winning Combination: Tax Preparation & Planning

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 plan?

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

New Retirement Daily/The Street Article by Erik Brenner

Should I Consider Doing A ROTH Conversion?

Will you need the distributions from your retirement account?

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

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.

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

We are now in a recession, according to the National Bureau of Economic Research. 

Eldercare Choices in the COVID-19 Era

Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.

The Pros and Cons of Early Retirement Plan Rollovers

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 roll it over into another type of retirement account?

Retirement insight – July, 2020

Monthly News and Information for Current and Future Retirees
Presented by Hilltop wealth solutions – June 2020

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

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.

Market Volatility Is Impacting Your Savings | Webinar

Hilltop founder & president Erik Brenner presents this informative webinar on how recent changes in the market are affecting your savings.

What this online presentation will cover:

  1. HEALTH EPIDEMIC & THE ECONOMY: Learn the latest on how your retirement assets & legacy could be at risk.
  2. MARKET VOLATILITY: Strategies to help protect your assets from a market downturn.
  3. THE SECURE ACT: New 2020 tax legislation could turn your IRA into a tax burden for your heirs. Learn the crucial mistakes you should avoid.
  4. TAX REDUCTION STRATEGIES: Help reduce taxes on your Social Security, Capital Gains, Interest Income, & more.
  5. RETIREMENT INCOME: Will you have enough? Learn strategies to generate guaranteed income for life

Client Update | 5-19-2020

The CARES Act Consumer Overview.

As the United States faces the COVID-19 pandemic and business comes to a standstill, the federal government responded with tax-filing relief and a massive stimulus package. Both actions include details that may impact your retirement accounts. Here is what you need to know.

10 Important Facts about the End of the Bull Market.

As an investor, experiencing the effects of the investment cycle, including bear markets is a fact of life. While downturns can understandably cause concern, it’s important to remember that bear markets are a normal part of the investment cycle and the stock market has recovered from every past correction and recession.

Rattled By Markets, You're Not Alone.

We witnessed extraordinary moves in the financial markets the week of Monday, March 9.

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

When markets become volatile, a lot of people try to guess when stocks will bottom out. In the meantime, they often park their investments in cash.

Market Update on Coronavirus [3/11/2020].

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Tax Considerations for Retirees

The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive.

Health Care Costs Cutting into Retirement Preparations

You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health care expenses during the rest of their lives.