We’ve shared how we help our clients prepare for the financial risk of a long life expectancy. But why does longevity planning really matter? In this Hilltop at Home video, David Wise provides 3 ways that longevity planning can help you live your best life in retirement.
Read MoreEveryone hopes to live a long and healthy life, but a long life can also be a financial threat. This is called “longevity risk” and although it is a key financial planning concept, it can be difficult to quantify. In this Hilltop at Home video, Brittany Mollica shares a case study illustrating how we review each client’s longevity risk.
Read MoreThese days, everybody is talking about a post-COVID world and the “new normal,” but nobody knows exactly what it will look like. But we’re hoping we will all work together to make it better than the old normal. Continuing our “Foresight From 2020” series with a new Hilltop at Home video, Chris Hostetler discusses how you can seize this moment and renew your own priorities.
Read MoreHow do you make wise decisions with confidence in a world with so much uncertainty? In today’s Hilltop at Home, advisor David Wise shows you one way: using a Monte Carlo simulation to view your financial plan in 1,000 different market scenarios, so you can better prepare for the unexpected.
Read MoreElections matter, but how will the polling season affect your portfolio? We want you to be prepared for short-term volatility, so David Wise brings you 4 tips for navigating your portfolio through the election (a supplement to our recent blog post on Politics and Your Portfolio).
Read MoreThis year has changed life for everybody, and your cash flow is not immune to the disruption. While we love encouraging you to save for long-term goals, you shouldn’t feel guilty if you can’t prioritize savings right now because of COVID. Brittany Mollica reminds you: sometimes you just need to play defense.
Read MoreIf you’ve been offered an early-retirement package, do you know what to do with it? It’s much more complicated than a simple “yes” or “no.” While it’s a great problem to have, you do have some big decisions to make. Chris Hostetler helps you figure out where to start.
Read MoreHilltop is facing a new test, along with everybody right now. We need to figure out how to safely reopen our office following a global pandemic. Our challenge is a microcosm of a much larger social question right now, so we thought it might be helpful to share how we are thinking about reopening.
Read MoreDavid Wise discusses the importance of understanding your tolerance for investment risk.
Read MoreIn today's Hilltop at Home, Brittany Mollica shows us what baking and financial planning have in common
Read MoreIn today's Hilltop at Home, Curtis Byrd shares highlights about the CARES Act and its impact on retirement plans and IRAs.
Read MoreIn today's Hilltop at Home, Spencer Brown shows you what to watch for and how to protect yourself from fraud.
Read MoreIn today’s Hilltop at Home, David Wise and his family have some ideas on how you can help others while social distancing.
Read MoreIn today’s Hilltop at Home, Ben Yeager shares 4 investment strategies that may allow you to take advantage of lower stock prices.
Read MoreIn today’s Hilltop at Home, Brittany Mollica shares 5 tips for working from home.
Read MoreIn a new video series – “Hilltop at Home” – Chris Hostetler shares some tips for keeping a long-term perspective on your investment plan.
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