HFPlan

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.

06/15/2026

Check out our new blog on how financial plans can get eaten alive by inflation.

We have recently enjoyed a relatively low rate of inflation in America compared to the However, even with this relatively low rate, inflation can still erode a retirement plan. This blog discusses the threat inflation poses to even a well crafted financial plan, and how to effectively plan against i...

06/11/2026

Check out our new blog! Why your savings account can be costing you thousands!

Your savings account might be costing you thousands in lost interest. Here's why a money market account is the smarter place for your cash.