Our Quarterly Newsletters

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

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

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

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

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

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

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. 

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