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Prepare for Social Security with the Basics Hilltop Wealth Solutions
Prepare for Social Security with the Basics

Prepare for Social Security with the Basics

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February 6, 2023
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Blog, Social Security

Social Security is an important source of retirement funds for many people in the United States; as of September 2022, over 70 million people were

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Give the Gift of Financial Wellness to Future Generations Hilltop Wealth Solutions
Give the Gift of Financial Wellness to Future Generations

Give the Gift of Financial Wellness to Future Generations

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January 30, 2023
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Blog, Financial Planning

As you work your way towards retirement, chances are you have had to make a lot of financial decisions. It’s likely you have made a

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The Economy Threw a Curveball at Retirees in 2022 Hilltop Wealth Solutions
The Economy Threw a Curveball at Retirees in 2022

The Economy Threw a Curveball at Retirees in 2022

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January 24, 2023
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Blog, Economy, Financial Planning

The economy in 2022 posed difficulties for a lot of people, and retirees have had it even harder. The impact of the Russia-Ukraine conflict, the

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59.5 Brings Half Birthdays Back into Style! Hilltop Wealth Solutions
59.5 Brings Half Birthdays Back into Style!

59.5 Brings Half Birthdays Back into Style!

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January 18, 2023
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Blog, Retirement Planning

Turning sixty is an energizing experience. It not only carries with it more knowledge and anticipation for a new time of life, but it also

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An Update on the Crypto Industry Hilltop Wealth Solutions
An Update on the Crypto Industry

An Update on the Crypto Industry

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January 9, 2023
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Blog, Investing

In 2022, the crypto industry was shaken by as capital fled the crypto markets as inflation emerged and the economic recession ensued. Shady and even

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Approaching Income and Net Worth Differently in Retirement Hilltop Wealth Solutions
Approaching Income and Net Worth Differently in Retirement

Approaching Income and Net Worth Differently in Retirement

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January 2, 2023
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Blog, Retirement Income, Retirement Planning

Your daily routine, from tying your tie in the morning to loosening it when you get home, has probably been done for most of your

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© 2022 Hilltop Wealth and Tax Solutions

Website Disclosures

Hilltop Wealth Solutions (“Company”) is an SEC registered investment adviser located in Mishawaka, IN with branch office located in MI and other locations throughout IN.  The Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  The Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Company’s web site on the Internet should not be construed by any consumer and/or prospective client as the Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by the Company with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of the Company, please contact the SEC or the state securities regulators for those states in which the Company maintains a notice filing.  A copy of the Company’s current written disclosure statement discussing Company business operations, services, and fees is available by going online via the SEC’s Investment Advisers Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-115255.

The Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company web site or incorporated herein and takes no responsibility, therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Company, will be profitable or equal any historical performance level(s).

Certain portions of Company web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Company (and those of other investment and noninvestment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from the Company, or from any other investment professional.

The Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Company by any of its clients.  Rankings published by magazines and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.  Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the Company web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Company, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to the Company web site, to release and hold harmless the Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the Company.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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