Financial Planning Insights

An elderly couple sits on a blue sofa, turned away from each other with crossed arms, appearing upset. The woman wears a gray sweater and white sneakers, and the man wears a striped shirt and blue shoes. The room has a soft, muted color palette.

Gray Divorce and Where to Start

Gray divorce is becoming more common among older Americans. While the financial implications are a…

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A joyful couple embraces in a bright, unfurnished living room with large windows. Cardboard boxes and a small potted plant are scattered on the hardwood floor, suggesting they are moving in. The woman is being lifted off her feet by the man.

Tax Benefits for Homeowners

If you own a home, you’re eligible for several special tax breaks. But many of…

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A person in a suit holds a document, while another with a pen reviews it. A wooden gavel rests on the table, suggesting a legal or formal setting on a wooden desk.

Estate Planning Opportunities in 2020

By: Todd Hall and Andy Bunch 11/18/2020 The rest of 2020, and likely most or…

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A calculator with RETIREMENT PLAN on the display is placed on sheets of paper, alongside a stack of coins. A computer keyboard is visible in the background. The scene is lit with warm lighting, suggesting financial planning or budgeting.

Addressing the 10-Year Hitch in Pretax Retirement Plans

Principal Jaime Ruff, CFP® addresses the 10-year hitch and gives strategies for pretax retirement plans. Read…

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A group of students in a bright hallway. Two students in the foreground are looking at documents together, both wearing casual clothes and backpacks. Others in the background are engaged in conversation.

Building Financial Independence in Your College-Aged Children

By: Kory Gildea 09/18/20 For many people, college is viewed as a place and time…

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A joyful multi-generational family poses together outdoors. They are sitting on the grass, smiling brightly. The group includes grandparents, parents, and children, creating a warm and loving ambiance in a sunny park setting.

Intra-Family Loans

By: Todd Hall 08/10/20 In a low-interest rate environment, loans to children or grandchildren (intra-family…

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A calculator rests on grid paper with handwritten notes visible. A pen is placed next to the calculator, suggesting a work or study environment focused on calculations or financial tasks.

Balancing Debt Repayment and Savings Amid COVID-19 Economic Uncertainty

How can you decide between saving for important goals and paying down debt balances? HB…

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Four students walk down a long hallway with high arches and white walls. They carry backpacks and wear casual clothing, heading toward a bright light at the end of the corridor. The image captures their backs as they move forward in unison.

Did I hear a (52)9er?

By: Dave Kochamba 04/29/2020 This past weekend while social distancing at home I was looking…

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A cardboard box labeled DONATION is filled with various food items, including pasta, canned goods, apples, a bottle of oil, pickles in a jar, and eggs. The box is placed on a wooden surface with a rustic background.

How Can I Help Those Impacted By COVID-19?

By: Kelsey Stone 04/20/20 As the world watches the health and economic impact of COVID-19,…

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A financial graph with fluctuating lines and bar charts is displayed over a background of numerical data and dates. The image is predominantly blue, symbolizing market analysis and stock trends.

Homrich Berg Financial Planning Update

By Ross Bramwell 04/19/20   We hope this message continues to find you in good…

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The image shows the United States Capitol building under a dramatic cloudy sky. The grand structure features a prominent dome and neoclassical architecture with columns and wide steps leading up to the entrance.

Important HB Financial Planning Updates

By Todd Hall Updated on 04/02/2020 The reaction to the spread of the Coronavirus in…

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A person in a suit is writing on a paper at a desk with a laptop, surrounded by digital charts and graphs. The overlay of financial data suggests business analysis or stock market activities. The image has a blue and pink color tone.

Important HB Financial Planning Updates

By Ross Bramwell 03/31/20 The reaction to the spread of the Coronavirus in the market…

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