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Best of our Blogs from Q2, 2023

2023 Long Term Care Insurance Webinar

We were so excited to have Jon Dannemiller, MBA, ChFC, CLU, CASL, AEP, CEPA join us to offer a comprehensive overview of Long-Term Care insurance. From the basics (defining a long-term care event and saying why you need LTC insurance) to quantifying the costs and benefits of multiple LTC options and describing the attributes of specific LTC products, John has the answers to your longterm care questions.

Link: https://bit.ly/4389UDq

Has a New Bull Market Emerged?

In our most recent Market Insight, Doug Johnson, CFA discussed the most recent economic recovery. While the official criteria of a bull market were achieved on June 9th, things aren’t as rosy as that might imply. Much of the increase in returns is from just seven companies involved heavily with the recent AI boom. Will this end differently than the tech bubble of the early 2000’s? And how is HCM addressing these risks?

Link: https://bit.ly/3CVPHWL

How Taxes Impact Your Retirement Income Strategy

At HCM we prioritize tax planning as an element of your financial plan, as it’s the item you have the most control over & can leverage it to ensure you don’t leave any money on the table. As you prepare for and eventually enter retirement, there are a number of concerns you need to address to ensure your tax obligation is optimized.

Link: https://bit.ly/3O17thK 

Return to July 2023 Newsletter

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