Steve Hofmann, Investment Advisor with SagePoint Financial

07/11/2023

What's your plan for paying for college for kids or grandkids? A 529 Plan is one of the tools you can use to put a downpayment on a college future. The article below from our website will help to break down what a 529 plan is...and what it isnt.

Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.

02/16/2023

Here's another great item from our monthly newsletter! Please give me a call to discuss navigating what to do with an inherited IRA account!

The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.

01/09/2023

Pleased to announce that I passed my latest securities exam (NASAA Series 66) that will officially allow me to change my title from Financial Services Rep to Financial Advisor.

Can't say enough about the great study program and materials from Securities Training Corporation. Thanks as well to my business partner Jodi Bukowski for putting up with me over the past 2 weeks (after pestering me for the past year to get it done)!

11/09/2022

One of the organizations that I support is our local Boy Scout Council. They bring quality program that helps young men and women develop leadership skills, identify career paths, and pursue a love of the outdoors and service to others.

Can you help me with this personal fundraiser I've started for our local Scout Council? My deadline is 11/17/2022!

11/05/2022

Grandview Financial was happy to sponsor the Oley Country Classic 10 miler/5k at the Oley Fairgrounds, benefitting the Oley Ambulance Association. Our professional masseuse was on hand to provide chair massages to the participants

08/26/2022

Heading off to my 5th Consecutive Executive Council meeting with New York Life!

Its been 2 years since we've been able to meet in person, so I'm looking forward to reconnecting with agents from all over the country, getting updates from our investment and insurance teams, and learning how I can best help all of my clients in 2022-2023.

If you haven't yet scheduled a review with me for this Fall -- or if you know someone who needs to meet with an advisor, please use my scheduling tool (below) to set a meeting

www.calendly.com/stevehofmann

Welcome to my scheduling page. Please follow the instructions to add an event to my calendar.

08/25/2022

This article outlines how, when, and what amount to withdraw from your 529 college savings plan to fund your children’s higher education.

Many of us scrimped and saved to put money away for our children’s or grandchildren’s college expenses. Here are 7 Steps You Need To Follow to use your 529 funds.

08/23/2022

While nobody knows when or if a recession might happen, it may be wise to start preparing by looking at how it could affect your retirement savings.

The U.S. economy shrank for a second straight quarter, which has renewed many Americans' concerns that a recession could be coming.

08/16/2022

“Hope is the thing with feathers – that perches in the soul and sings the tune without the words – and never stops – at all.” —Emily Dickinson. What keeps you hopeful during tough times?

08/11/2022

Inflation is driving up the price of everything but when it comes to federal income taxes it might not have the same harsh impact. Learn why in this article.

Record high inflation is driving up the price of everything from gas to groceries, but the impact of inflation in the U.S. on federal tax brackets and some tax credits might not be all bad.

07/14/2022

You may have just received your quarterly 401k statement in the mail and have questions. Here's some thoughts from our recent newsletter. As always, feel free to call us to talk about your savings strategies! We love to help our clients succeed.

This article discusses factors that have been driving market volatility and provides perspective to help investors make sound portfolio decisions.