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.
You’re Ready to Retire – But Are Your Finances?
Many people feel ready to retire, but fewer are financially ready to do so. It’s one thing to feel you’ve accomplished enough in your career or even that you’ve saved enough, but it’s another to have a plan in place that covers everything important. If you’re ready to retire, consider your finances. Have a Plan, Not Just a Portfolio Now that you’ve accumulated wealth, the question becomes how you’ll use it to fund your retirement….
Hallerin Hilton Hill Interviews Jim Brogan on Peak Inflation and Market Volatility
Jim Brogan joins Hallerin Hilton Hill on NewsTalk 98.7 to discuss inflation numbers, a possible recession, and what investors should be thinking about with the current market’s dynamic. Click the play button below to listen!
… Don’t Succumb to the Fear of Missing Out
If you’ve followed markets or financial news, especially in the past few years, you may have come across the term “fear of missing out,” commonly abbreviated to FOMO. When markets keep going up, FOMO can start to creep in. It can start to feel like you’re leaving gains on the table by not rebalancing your portfolio to include the ultra-high growth assets that saw big jumps. The desire to get as much as you can…
Inflation Finds its Way to Your Wallet
There’s no doubt that people have been feeling the effects of inflation on their wallets. Everything from food to gas to home repair products seems to be increasing every day. Federal Reserve Chairman, Jerome Powell, is taking inflation very seriously, raising interest rates to combat the explosion of inflation. And although the moves have made an impact, the Federal Reserve noted that inflation is stickier than it had predicted.[1] This is all to say that…
Legacy Planning – Thinking About the Next Generation
You’ve probably passed on pieces of wisdom to your children, but have you considered how you’ll pass on your wealth? Now that you’re reaching a certain age, you may be wondering how you’ll pass on family heirlooms, property, or the wealth you’ve built over many years. Proper legacy planning could be one of the greatest gifts you give your loved ones. However, you may be delaying the process of creating an estate plan because you’re…
Inflation Presents Unique Risks – Know How You’ll Respond
If your weekly grocery bill is noticeably higher or you can’t believe how expensive gas is, you’re not alone. Inflation is at 40-year highs,[1] and a recent poll found that 52% of Americans said the most important issue facing the country is inflation.[2] Significantly, so many Americans recognized inflation as a major threat considering how unpredictable the market has been. Inflation presents unique risks, so it’s important to know how you’ll respond to them. The…
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…
