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.
When and How to Update Your Retirement Plan
When life changes, it may be necessary to update your retirement plan. When that happens, we're here to go through the process with you every step of the way.