Our Quarterly Newsletters

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 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
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