by dkelley | May 11, 2022 | blog
Social Security: Is the Juice Worth the Squeeze? Social security is a benefit that is widely talked about as individuals reach ages 60+ and begin to prepare for retirement. Clients of ours have asked if social security will be around at all when they retire, what...
by dkelley | Feb 23, 2022 | blog
Market Outlook Markets continued to set records in 2021 with the S&P 500 closing near record highs. 2021 was a tale of three stories. In the first part of the year, markets were driven higher led by cyclicals and small caps. Then came fears over the delta...
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 | Dec 12, 2021 | blog
Ready to Retire – What keeps you up at night? You’ve finally made it to that time in your life when retirement is in sight. Whether your projected retirement age is 62, 65, 67, or even 70 and beyond, what holds you back from retiring? What are your concerns, the...
