HFPlan

10/13/2026

Do you think you don't have enough money to invest? Think again! Look at our new blog post and interactive tool to see how ONLY $5 can move mountains!

Invest the price of a cup of coffee and see how compounding can turn a small habit into something big.

10/06/2026

Downturns are part of the ride, and our latest article explains why staying the course beats trying to time the market, so give it a read.

Even the creator of the 4% rule struggled to time the market. Here is why staying invested through downturns beats trying to be right twice.

08/24/2026

Check out our new blog on the 529 updates! These accounts aren't just for college!

If you still think of a 529 as strictly a college savings account, it's time to update that picture. Recent legislation has significantly expanded what these accounts can do

08/12/2026

Educational trusts aren't just for the rich, read our new article on these here

if your family is thinking ahead about how to fund education for your kids or grandkids, an educational trust might be worth a look.

08/03/2026

Not sure how a spouse remarrying after your death will affect the inheritance of your children? Read our new article to make sure your kids get what you want them to. ->

Within two years of losing a spouse, 60% of men remarry. For women, it's only 20%. By age 65, roughly two-thirds of previously married adults have remarried.Does your estate plan account for that?

07/21/2026

Worried about carrying a mortgage into your retirement? You may not have to worry. Here is a list of some of the pros and cons to help you make an informed decision.

Weighing a mortgage in retirement? See the real pros and cons like opportunity cost, liquidity, inflation hedging, and withdrawal risk to help you decide what's right for your situation.

07/15/2026

Are you worried about a bank run or bank failure? You probably shouldn't be.

While bank runs are a think of the past, institutions still fail and with FDIC and S**C coverage limited for high earners, you need to know how to maximize your coverage.

07/08/2026

New blog post this week! How much can you withdraw in retirement?

06/29/2026

The scariest thing for a retiree is the stock market crashing right when they retire, but what would actually happen?

A sequence of returns problem isn't something most people see coming — it's not flashy, it doesn't make the news the same way the market drop itself does — but it's one of the most serious risks a retiree can face.

06/22/2026

Not sure when to work with a financial advisor? Heres the 5 biggest reasons to get a financial plan.

If you cant decide if you should work with a financial advisor - this blog outlines 5 specific triggers in your life to help you decide when its time.