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Our Quarterly Newsletters

2022 First Quarter Edition

2022 First Quarter Edition

In this issue, we cover:

  • Breaking News - Best of Harford
  • Finding Meaning and Purpose in Retirement
  • The Road I’m On
  • Client Spotlight: Bill and Kay Marshall
  • It’s the Most Wonderful Time of the Year
  • Donna’s Dish - Hot Milk Cake
  • A Dream is a Wish Your Heart Makes
  • The Secrets of Diane’s Vegetable Garden
2021 Fourth Quarter Edition

2021 Fourth Quarter Edition

In this issue, we cover:

  • Fun and Celebration’s Role in a Well-Lived Life
  • A Night in Opryland
  • Living After Cancer
  • The News and Your Finances – A Reminder for Mindfulness
  • Yolanda Canestraro 100 Years Young
  • Donna’s Dish - Brownie Recipe
  • Veterans Day 2021
  • Looking for the Joy
  • And the Winners are…
  • Our Love for Harford County
2021 Third Quarter Edition 

2021 Third Quarter Edition 

In this issue, we cover:

  • From School Days to Office Days
  • Develop an Estate Plan to Give Your Family a Great Return on Life (ROL)
  • 'Tis the Season for Gifting! But What About Taxes?
  • Diane's Dish
  • Investing in Education: Consider a 529 Plan
  • Building a Champion Caliber Investment Portfolio
2021 2nd Quarter Edition

2021 2nd Quarter Edition

In this issue, we cover:

  • A Letter From Our President
  • We All Have a Pawley's Island
  • Leaving Room for the Fun
  • Life and Real Estate
  • Diane's Dish
  • Vacation, All I Ever Wanted
2021 1st Quarter Edition

2021 1st Quarter Edition

In this issue, we cover:

  • Around the Corner
  • Preparing for Transitions in Your Life
  • Here Comes the Sun
  • Going Back to School as an Adult
  • Eagle Scout Project Give Back
  • Springtime Treats
  • Staff Spotlight: Melissa Busler
  • Pet Corner
  • Upcoming Events
2020 4th Quarter Edition

2020 4th Quarter Edition

In this issue, we cover:

  • My First New Year's Resolution
  • The Three Roles, or Three Hats, We Wear For Our Clients: The Direction We Are Taking Our Business
  • Trust Or Not To Trust?  Considerations For The Estate Planning
  • Don't Let Noise Steer Your Off The Path To Retirement
  • Staff Spotlight: Michael Hax Clayton
  • Staff Spotlight: Paul Smeton
  • Pet Corner
  • RMDs Explained
  • Baking Corner with Donna Freeland
  • Staff New Year's Resolutions
  • Upcoming Events
2020 3rd Quarter Edition

2020 3rd Quarter Edition

In this issue, we cover:

  • Retirement Income Planning: HFG's Specialization and Why It Is Important To You
  • Baby, It's You
  • Rome Wasn't Built In A Day
  • The Grinch Who Stole My Identity
  • Paying for College
  • Staff Spotlight: Edward Simon
  • Our Future Is Looking Bright!
  • Upcoming Events
2020 2nd Quarter Edition

2020 2nd Quarter Edition

In this issue, we cover:

  • Have Your Life Plans Changed As A Result Of Coronavirus? Still Live Your Best Life!
  • From The Bottom Of Our Hearts
  • Shout Out To Our Educators
  • Grandma Said...
  • For The Love Of The Game
  • The Quiet Moments
  • Sometimes Kids Say It Best
2020 1st Quarter Edition*

2020 1st Quarter Edition*

In this issue, we cover:

  • What's Going On? / Getting Better All The Time
  • "Oh, What a Relief It Is!" The Tax S.E.C.U.R.E. Act of 2019"
  • Medicare Corner
  • Staff Spotlight: Jennifer Eyre & Diane Kurek
  • Party Planning Tips
  • Things to Watch For @ HFG

*This edition was originally written prior to February 2020. 

2019 4th Quarter Edition

2019 4th Quarter Edition

In this issue, we cover:

  • Three Overlooked Keys to Being A Successful Investor
  • Important Tax Season Reminder
  • This And That, by Paul Smeton
  • Important Reminder for 2019 IRA and ROTH IRA Contributions
  • Client Spotlight - Martha (Marty) Banghart
  • Veteran's Day Thank You
  • What's New at HFG?
  • Upcoming Events in Q1

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