HFPlan

HFPlan Financial Planning for Baby Boomers and Retirees. We help Baby Boomers align their values, visions,

We use Dimensional Fund Advisors (DFA) because they take a less subjective, more systematic approach to investing. By drawing information about the market’s expected returns, DFA allows markets to do what they do best — drive information into prices — thus giving DFA more opportunities to capitalize on where they have an advantage. DFA’s core strength: their academic orientation, which helps them remain focused on the objective at hand.

How To Reduce Taxes And Build Wealth With QCDs(Financial Advisor)
05/28/2026

How To Reduce Taxes And Build Wealth With QCDs(Financial Advisor)

How To Reduce Taxes And Build Wealth With QCDs(Financial Advisor)

05/26/2026

Why you shouldn't be in a rush to pay off your mortgage, smart money stays in it.

How can you help your grandchildren pay for college? Without paying cash that they can spend somewhere else, Without ove...
05/25/2026

How can you help your grandchildren pay for college? Without paying cash that they can spend somewhere else, Without overpromising so the parents stop saving, and without complex work for you? check out our new blog on it and find out!

While often the Grandparents goal is to help pay for the grandchildren's college education, a simple cash gift can be misused, the parents can get the wrong idea, and increasing costs can turn the generous gift today into not enough in a few years.Instead of gifting cash that can be used for things....

Vanguard Advisor’s Alpha Study was originally conducted in 2001 and updated in 2019. The research firm looked into the a...
05/21/2026

Vanguard Advisor’s Alpha Study was originally conducted in 2001 and updated in 2019. The research firm looked into the added value—aka “alpha”—a financial advisor’s assistance can bring to an investor’s portfolio. Vanguard research concluded that an investor could realize at least 3% in annual net returns if they used a financial advisor to help make decisions.

A review of the Vanguard research study on financial advisors by Scott Hamilton, an independent fee-only financial advisor in Houston and Austin, TX.

05/19/2026

How much do you really need in an emergency fund?

The foundation of any effective estate plan is built upon a set of essential legal documents. Understanding how these do...
05/14/2026

The foundation of any effective estate plan is built upon a set of essential legal documents. Understanding how these documents work individually and collectively is the first step toward safeguarding your future and providing confidence for your family. This Article explains it.

Learn about essential legal documents for estate planning. Scott Hamilton is an independent fee-only financial advisor in Austin and Houston, TX.

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1202 Lakeway Drive , Suite 7
Austin, TX
78734

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