HFS Articles & Checklists

Throughout the year, we provide topic-specific articles designed to educate our clients on issues such as retirement planning, tax strategies, estate planning, financial risks, and more. Click on the links below to view the article:

How to Deal with Rising Interest Rates in 2022

HFS Insight into Market Volatility in 2022

CHECKLIST: What Issues Should I Consider at the Start of the Year (2022)?

Gratitude is Attitude

Putting the Panic Into Perspective: Markets Go Up, Markets Go Down

Investor Strategies During Volatile Markets

The SECURE Act: What It Means for You If It Becomes A Law

Tax Season Identity Fraud: Steps to Take to Avoid Becoming a Victim

Equity Market Volatility: A Fall Forecast

Is Your Investment Strategy on Track?

Pledge to Plan, Pledge to Commit: Why Long-Term Investing Can Help You Become An Exceptional Advisor

5 Key Areas of Financial Planning & the Questions You Need to Answer

Financial Planning Checklist (Annual)

Four Phases of Retirement

Seven Steps to Achieving Your Financial Planning Resolution

Nine Risks to Retiring Early

Bipartisan Act of 2015: Social Security Benefits Scenarios

Savvy Cybersecurity Special Report, September 2015: Password, Child ID Theft & Ways to Boost Security Against ID and Credit Card Theft

Savvy Cybersecurity: Ways to Improve Your Security & Keep Your Identity Safe

Helpful Strategies for a Low Interest Rate Environment

Social Security Benefits Maximization for Couples

Estate Planning: Executors Checklist

Estate Planning: Surviving Spouses Checklist

Estate Planning: Inheritors Checklist

The Power of Your Beneficiary Election

Income and Growth Investing: How Owning Rental Properties and Stocks Can Be Similar