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HBA Wealth Cycle
The HBA Wealth Cycle delivers active financial planning and investment management throughout the life of your relationship with us.Learn More
Our team approach offers a range of services to provide more benefits to our clients.Learn More
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A special needs trust helps care for a special needs child when you’re gone.
Learn how to harness the power of compound interest for your investments.
The decision whether to buy or rent a home may have long-term implications.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you know these three personal finance sayings?