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Hallerin Hill Interviews Jim About How to Handle Financial Planning During This Crisis

Listen to Jim’s latest interview with Hallerin Hill where he discussed his thoughts on how to handle financial planning during this crisis. Click to listen!

What Individuals Need to Know About the CARES Act in Less Than 5 Minutes

There are major benefits in the CARES Act for individuals to be aware of even if you are already retired or near retirement. For more information about how the CARES Act may affect you, and if you have not filed a tax return recently, please contact your tax professional.

3 Surprising Retirement Costs

Some surprises are great, like birthday parties, getting a surprise visit from a family member or friend, and winning the lottery. Others may not be as much fun, like taxes and unforeseen expenses. However, there are ways to help prepare for these expenses so that they’re not surprises. As an example, the SECURE Act changed


A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE ⇣

It may have been a while since we’ve seen you in person, but we want to let you know that our offices are now open for in-person appointments.

To make this a safe environment for both you and our team members, we are adhering to the state guidelines. That means we are limiting the number of people in the office at any one time, sanitizing meeting areas in between appointments and observing social distancing. And if you prefer not to meet in person, we are happy to conduct phone or video meetings as well.

We look forward to continuing to serve your needs!

Brogan Financial