Latest Articles
Explore insights on retirement planning, tax strategies, investing, and financial transitions, designed to help you approach financial decisions with greater understanding over time.
Let’s Talk Social Security
For most Americans, Social Security provides a solid foundation for retirement income. In fact, as of September 2022, over 70 million Americans were collecting benefits.[1] However, not everyone knows exactly how or when to start tapping into this valuable resource. As you grow older and retirement looms on the horizon, the decisions you make start to have a more crucial impact on the amount of money you receive, so it’s important that you know what…
The Magic of Compound Interest
If you forgot what compounding interest is, let’s get a refresher on it. Compounding interest is the process by which the interest earned on an investment is reinvested, so that the initial investment grows over time. This is a powerful tool that can significantly increase the value of an investment over the long term, making it an important concept to understand when planning for retirement. One of the key benefits of compounding interest is that…
Hallerin Hilton Hill Interviews Jim Brogan on Hitting the Debt Ceiling
Jim Brogan joins Hallerin Hilton Hill on NewsTalk 98.7 to discuss a year in review, what we could expect in 2023, and how hitting the debt ceiling could affect the market. Click the play button below to listen!
… The Basics of Financial Literacy in Retirement
Working towards retirement, you may have a detailed plan on how to manage your finances so that you have enough saved by the time you leave the workforce. With no earned income coming in, there will be a new rulebook on how to manage your retirement earnings, expenses, and investments – not just so that you can keep growing your portfolio – but so you can live comfortably. Financial literacy in retirement is crucial to…
5 Unique Risks for the Affluent Investor
You may think that as a high net worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. But a greater amount of wealth to protect introduces unique challenges that are specific to the size of what they have to protect. Although many investing and wealth-preservation principles apply to anyone – such as developing a tax plan, assessing a portfolio’s risk exposure, and more – there…
Are You Asking the Right Questions Before You Retire?
You might remember a time when markets kept increasing and your retirement portfolio was “smooth sailing.” But that was before the recent inflation numbers and market correction. You may have built a substantial nest egg, but you may be concerned about how you will maintain your lifestyle in retirement and how you will avoid running out of money in this new economic environment. Here are a few questions to ask yourself as you plan for…
Tax Planning Updates for 2026
Behavioral Finance vs. FOMO: How to Block Out Market Noise and Stick to Your Plan
Your neighbor just told you about a stock that doubled in six months. Your college roommate posted screenshots of cryptocurrency…
Retirement in a High-Interest Environment: Adjusting Withdrawal Strategies
The retirement playbook has changed dramatically. After years of scraping by on bonds paying next to nothing, retirees are now…
The Role of Personalized Planning in Effective Wealth and Investment Management
Smart Ways to Manage Year-End Bonuses and Extra Income
That year-end bonus notification just hit your bank account. You’re staring at extra money that wasn’t part of your regular…
How Inflation Impacts Your 2026 Financial Plan and What to Adjust
Prices keep climbing. Wages struggle to keep pace. The dollars you saved five years ago buy less with each passing…
