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Financial Insights

HCM Wealth Advisors Blog

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Dividend Investing for a Secure Retirement Thumbnail

Dividend Investing for a Secure Retirement

Everyone wants to live their best worry-free retirement, which should include spoiling your grandkids, enjoying your favorite restaurants and maybe even traveling the world. You certainly don’t want to be worrying about money. That is where the benefit of having a retirement income plan comes in. And that plan should provide reliable-growing income and long-term appreciation, regardless of what the markets are doing in the short run.

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Long-Term Tax Planning to Build Your Wealth Thumbnail

Long-Term Tax Planning to Build Your Wealth

Our previous tax planning blog focused on short-term strategies such as tax bracket management and gain/loss harvesting. This week, we’re going to be looking at ways to manage your long-term tax planning with ideas for IRA distributions, Social Security, and the Medicare IRMAA.

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It’s Not What You Make That Counts, It’s What You Keep: How HCM Tax Planning Can Save You Money Thumbnail

It’s Not What You Make That Counts, It’s What You Keep: How HCM Tax Planning Can Save You Money

Believe it or not, yesterday, October 15th (not April 15th), was the actual deadline for filing individual tax returns. We know there’s a temptation to put off thinking about taxes until next winter, but if you do, almost all your money-making opportunities will be lost. If you can find the time to work on tax planning, you just might realize some meaningful rewards. As always, we’ll help you every step of the way, so don’t worry if you’re not sure what to do.

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No More Commissions/What is an HSA Anyway? Thumbnail

No More Commissions/What is an HSA Anyway?

Health Savings Accounts (HSAs) are just the type of tool we like because they are a tax savvy way to save for future medical bills, including age based long-term care premiums and nursing home expenses later in life. Even though they have been available since 2004, many people still don’t know what they are or fail to take full advantage of their tax benefits.

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Join HCM In the Walk to End Alzheimer’s! Thumbnail

Join HCM In the Walk to End Alzheimer’s!

The Walk to End Alzheimer’s is the world’s largest event to raise awareness and funds for Alzheimer’s care, support and research, being held annually in more than 600 communities worldwide. HCM is proud to join in the Walk to End Alzheimer’s again in 2019, and we encourage you to join us in the fight.

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