What does EA mean?
This week, Stacy Fox breaks down what it means to be an Enrolled Agent and why this credential matters for the families we serve.
Retirement Income Planning: Turning Your Savings into a Sustainable Paycheck
Retirement income planning is about turning years of savings into a reliable, tax-efficient income stream through coordinated strategies involving Social Security, investments, pensions, and other income sources while managing risks like inflation, taxes, and market volatility. Working with a CFP® professional can help retirees create a personalized, adaptable plan that provides confidence, protects long-term financial security, and supports the lifestyle they want throughout retirement.
Gift Ideas for High School and College Grads
Graduation gifts can go beyond celebration by helping young adults build strong financial habits, with options ranging from books and cash to 529 plan contributions and even a car—each offering different levels of immediate value and long-term impact. Understanding basic tax rules, like gift exclusions and reporting requirements, allows givers to be both generous and strategic in supporting a graduate’s future.
What does CFP® mean?
HCM's President, Jake Butcher CFP®, breaks down what it means to be a Certified Financial Planner and why this credential matters for the families we serve.
Balancing Generosity and Boundaries: Helping Adult Children Build a Path to Homeownership
A growing number of parents are watching their adult children struggle to afford a home, even when those children have stable jobs, good habits, and solid financial values. As a result, families are asking themselves : How can we help without jeopardizing our own financial security or creating long term dependency?
What Makes Some a Chartered Financial Consultant?
Jim Eutsler, CMA, CFP®, ChFC®, EA, breaks down what it means to be a Chartered Financial Consultant (CHFC) and why this credential matters for the families we serve.