by dkelley | Feb 23, 2022 | blog
Happy New Year 2022 Happy New Year from your HFS Wealth Advisor Family! I think we can all agree that we are happy to see 2021 as history. Let’s welcome 2022, with Champagne toasts, fireworks, and songs of Auld Lang Syne! Tell us how you brought in 2022, did you eat...
by dkelley | Jan 5, 2022 | blog
Are Your Social Security Records Accurate? Most everyone knows how important Social Security benefits are to financial security in retirement. Statistically, Social Security provides roughly half of all retirement income to retirees who had average lifetime earnings....
by dkelley | Oct 13, 2021 | blog
Acronym Circus In 1981 The Johnson Companies created the first 401 (k) plan which allowed employees to contribute to their retirement plan through payroll deduction. So, from an employee perspective this is simple, how much do you want to contribute and where would...
by dkelley | Jul 26, 2021 | blog
“Do not regret growing older. It is a privilege denied to many.” – Anonymous Aging is an act that many individuals want to make gracefully. However, it is important to know that risks exist throughout all life stages. Today, let’s focus on risks in the...
by dkelley | Jul 23, 2021 | blog
Q3 2021 Global Asset Allocation Views Market Review Stocks hit new highs as pandemic recedes – equity markets were finally able to hit new highs in June after trending sideways during the first part of the quarter. The latest grind higher was led by big tech after...
