Take the 2026 tax planning checklist for S-Corp and partnership owners. Score your strategy, identify missed opportunities, and align taxes with your financial goals.
Brittany Brinckerhoff’s journey at Hilltop Wealth Advisors began as an intern. Today, she is a Partner at the firm, one of its most actively engaged community builders, and serves on the board of the local Financial Planning Association (FPA).
Here Brittany shares how her understanding of time has evolved throughout her career — and why ownership of time may be one of the most valuable assets an advisor can have.
An options overlay adds a strategic layer to an existing portfolio, helping high-net-worth investors manage concentrated stock risk, generate income, and navigate market volatility—without disrupting long-term holdings or triggering unnecessary taxes. See if it’s the right fit for you and learn strategic considerations.
With significant tax law changes now in effect for 2025, proactive planning matters more than ever. This update outlines the key developments—from deductions and credits to retirement contribution rules—so you can better understand what’s changing and coordinate your strategy with confidence.
In 90 focused minutes, this executive financial pressure test can help you identify where risk may be quietly building, where concentration or timing could limit your options, and where a future decision is approaching without a plan. That awareness allows your advisory team to help do the heavy lifting—analyzing scenarios, coordinating across specialists, and preparing clear options—before urgency or stress sets in.
Rusty and Alex share Hilltop’s thoughts on the outlook for AI, international equities, the labor market, and more.
In 2026, protecting family wealth isn’t about bold financial moves. It’s about clarity, continuity, and thoughtful stewardship.
Here are five foundational ways heirs can protect and strengthen family wealth — without disrupting legacy or family harmony.
Understand the “Why” Behind the Wealth Before Changing the “How”
Reduce Concentration Risk Without Disrupting Family Control
Learn the Estate Plan — Then Pressure-Test It for the Next Generation
Shift From “Tax Avoidance” to Long-Term After-Tax Stewardship
Build a Personal Advisory Bench — Even If One Already Exists
Charitable giving can be one of the most rewarding ways to align your wealth with your values — but with so many vehicles available, it can be difficult to know which approach best fits your goals. Whether you’re seeking flexibility, control, or a lasting legacy, the right strategy can make a meaningful difference in both your impact and your financial plan.
David and Brittany share Hilltop’s latest investment views on AI, the government shutdown, interest rates, and more.
Are you a Cisco employee looking to make the most of your benefits and improve your financial wellness? The Cisco Employee Stock Purchase Plan (ESPP) can help you achieve your financial goals by letting you buy Cisco stock (CSCO) at a discount and share in the company’s long-term growth. Here’s a quick guide to help you better understand how to leverage the Cisco ESPP.
Ben and Chris share Hilltop’s latest investment views on tariffs, the Federal Reserve, inflation, and opportunities for investing in this economic environment.
On July 4th, President Trump signed the “One Big Beautiful Bill Act” into law, enacting sweeping legislation that makes changes to everything from the debt ceiling and Medicaid to immigration and taxes. Many changes could impact financial planning. Let’s take a closer look:
Alex and Brittany share Hilltop’s latest investment views on tariffs, inflation, recession concerns, and how to invest amidst all the uncertainty.
Uncertainty in the market is not a surprise to us at Hilltop Wealth Advisors, it’s an expected part of the process. We’ve built the financial plans and investment strategies of our clients with times like these in mind. We remain focused on long-term fundamentals and strategic investment decisions. It’s times like these when that discipline is rewarded.
To understand where we are, it’s always helpful to understand where we’ve been. Let’s do a quick recap of why markets performed the way they did in the first quarter of this year.
Recently, it seems like the markets have been dominated by news-driven storylines. Whenever we’re in a period like this, we think it’s handy to remind ourselves about some basic Investing Do’s and Don’ts that apply no matter what the media’s talking about.
“What should we do about tariffs?” is a question we’re hearing a lot lately, since many investors are feeling the pain of the recent market volatility. In this Hilltop Views video, we dive into what tariff-related questions investors should really be asking.
David and Rusty share Hilltop’s latest investment views: uncertainty around inflation, interest rates, and trade policy, and the outlook for AI.
Ben and Brittany share Hilltop’s latest investment views: a strong economic year with cooling inflation, a broadening market rally, and likely impacts from the US election.
Brittany shows a scenario where a Donor Advised Fund (DAF) could reduce your tax bill for years to come. In a year with abnormally high taxable income, consider a DAF as a way to make the most of your charitable donations.
Chris shows how making Qualified Charitable Distributions (QCDs) from an IRA can be a tax-smart way to donate to charities in retirement. If you’re over age 70.5, have an IRA, and want to donate to charities, consider QCDs as a way to minimize your taxable income and maximize your charitable giving! As always, talk with your financial and tax advisor.
Election season is one of the most important aspects of our political system, but there’s no doubt that getting through it can be stressful. But one thing you shouldn’t have to stress over is how the elections will impact the markets.
Chris and Dave share Hilltop’s latest investment views: a concentrated market run-up, bonds recovering, upcoming opportunities, and more. If you would like to discuss anything, we look forward to hearing from you.
Starting early with a Roth IRA can make a significant difference in your financial future. By taking advantage of the potential tax benefits and benefits of compounding, you may position yourself for success and flexibility in the long term. Remember, the earlier you start, the more time your money has to grow.
Rusty and Brittany share Hilltop’s latest investment views: the inflation outlook, opportunities in AI, the timing for the Federal Reserve’s interest rate cuts, and more.
David and Ben share Hilltop’s latest investment views: opportunities in fixed income, the upcoming US presidential election, the growth of the “Magnificent Seven” stocks, and more.
With the start of the New Year and classes coming back in session, there is no better time for a fresh beginning with your finances. Here are 8 smart budgeting tips that can help you build a strong financial foundation before you graduate.
Brittany and Chris share Hilltop’s latest investment views: opportunities in fixed income, the impact of global conflict on markets, recessionary risks, and more.
Whether your earnings came from hard work or good luck, the final few months of the year are a perfect time to review this year’s income and make sure you have a smart tax plan in place. Here are the planning steps to take.
David and Rusty share Hilltop’s latest investment views: cooling inflation, economic resiliency, narrow stock market leadership, and more.
