The Psychology of an Inheritance Windfall
Receiving an inheritance is rarely just about the money. It’s also about loss, responsibility, identity, and choice.
Discussing Finances with Your College-Bound Teen
Be sure to impart these key financial lessons before your co-ed starts fall semester to set them up to thrive in their new environment.
Investing for Impact
Impact investing, or investing with the intention of creating a positive social or environmental change in addition to a financial return, is not only possible but also on the rise.
Number of 401(k) Millionaires Hits New High
In the world of retirement savings, becoming a “401(k) millionaire” is a significant milestone. Reaching this level is a testament to the power of consistent saving, smart investing, and the long-term benefits of employer-sponsored retirement plans.
The Big Beautiful Bill & Tax Policy
The One Big Beautiful Bill brings a lot of changes. Your team at HCM is prepared to help navigate those changes with you.
Tax Strategies for High Earners
Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first. Thankfully, there are several things you can do now to optimize your tax burden, and your HCM Advisor can help walk you through them.