HSB Financial Planning

HSB Financial Planning Monica A Greenlee, CFP®
Certified Financial Planner™ Insurance products are offered through LPL or its licensed affiliates.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Henderson State Bank and HSB Retirement Planning Specialists are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using HSB Retirement Planning Specialists and may also be employees of Hend

erson State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Henderson State Bank or HSB Retirement Planning Specialists. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value

05/27/2026

Explore five scenarios for the future of U.S. federal debt, including rising debt-to-GDP, fiscal crises, spending cuts and tax increases. Gain insights into current federal finances, budget projections and their impact on the economy and investment strategies. Stay informed with expert analysis on A...

Today, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our freedom. Their cou...
05/25/2026

Today, we pause to honor and remember the brave men and women who made the ultimate sacrifice for our freedom. Their courage and selflessness will never be forgotten. Wishing everyone a meaningful Memorial Day spent with family and friends.❤️

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
05/21/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

After years of saving and preparing, some retirees hesitate to spend.That's understandable.But retirement isn't only abo...
05/21/2026

After years of saving and preparing, some retirees hesitate to spend.

That's understandable.

But retirement isn't only about preserving what you've built. It's about using it to support the life you want to live.

The first year isn't a test.

It's a transition.

And it's okay to take it one step at a time.

If you'd like to talk through what this season looks like for you, we're here.

A portfolio is a tool. A financial plan is the blueprint. Don't let someone hand you a hammer and call it a house. Does ...
05/20/2026

A portfolio is a tool. A financial plan is the blueprint. Don't let someone hand you a hammer and call it a house. Does your financial advisor work with you on just your investments or your entire financial plan?
At HSB Financial Planning we work with people on their full financial plan and managing their investments, in our advisory relationships.
What are you getting for your advisory fee?

Estate Planning Isn't Just for the Ultra-Wealthy. It's about ensuring your wishes are honored and your loved ones are ca...
05/19/2026

Estate Planning Isn't Just for the Ultra-Wealthy. It's about ensuring your wishes are honored and your loved ones are cared for. I help simplify the complex discussions around wills, trusts, and beneficiaries, integrating them with your investment strategy.
(Note: I do not provide legal advice, but I coordinate with your legal counsel.)
I make sure the right documents are in the right hands.

Retirement gives you time.A lot of it.And while that sounds freeing, it can also feel overwhelming at first.When you're ...
05/18/2026

Retirement gives you time.

A lot of it.

And while that sounds freeing, it can also feel overwhelming at first.

When you're working, much of your day is structured. In retirement, you decide what today looks like.

Some people find it helps to create a little rhythm:
▪️A weekly volunteer day
▪️Lunch with friends
▪️A standing class
▪️Mornings reserved for exercise or hobbies

Not to recreate work — just to have something to look forward to.

Freedom often feels better with a little shape.

Helium prices just doubled. Your balloons, your MRI, and your phone's chip are all feeling it. 🎈
05/17/2026

Helium prices just doubled. Your balloons, your MRI, and your phone's chip are all feeling it. 🎈

One adjustment many retirees don't expect?Spending can feel emotionally different.For decades, income came in the form o...
05/15/2026

One adjustment many retirees don't expect?

Spending can feel emotionally different.

For decades, income came in the form of a paycheck, and saving was the goal. In retirement, you're drawing from what you built.

Even if the numbers work, the shift can take time.

Separating essential expenses from flexible choices often helps. Once core needs are covered, the rest becomes intentional — not stressful.

Confidence tends to grow as you settle into your new routine.

Biggest 529 Myth: "If my kid doesn't go to college, I lose the money." ❌ The Reality: New rules allow you to roll over u...
05/14/2026

Biggest 529 Myth: "If my kid doesn't go to college, I lose the money." ❌ The Reality: New rules allow you to roll over up to $35,000 of unused 529 funds into a Roth IRA for your child (subject to certain limits). This is a game-changer! You're no longer just saving for school; you're jump-starting their retirement. 🚀

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627 N Lincoln Avenue
York, NE
68487

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