One of our team members recently received a check from a past employer. Why? A class-action suit. His former employer was found misbehaving – managing their employees’ retirement plans for their gain rather than for their employees’. As a result, the firm paid up, returning a small portion of inappropriate fees and lost returns. What a joke! This kind of dirty dealing is way too common, and at HIG, we invite you to rage against this machine. Vote with your wallet, choosing ONLY independent, fiduciary advice. Check out this list of the 10 Most-Fined Financial Services Firms. What you see may surprise you!
Why didn’t you tell me how simple you were going to make my tax life?
We like good surprises! Because each client’s tax situation is unique, the time and dollars saved are challenging to quantify in advance. No matter your situation, we are confident your tax experience will likely improve, whether your tax bill this year goes up or down.
You may be asking yourself, “how can I save more on taxes?”. Whether you are wondering about this year or next, if you’re a client, you already know you have a team working on it. We provide a spectrum of services to minimize your tax bill, in addition to guidance throughout the year and regular evaluation of potential tax law changes. In other words, you don’t have to worry that you’re leaving money on the table – we’re already working with you and your tax team to avoid that. If you want to learn more about how we see tax management schedule a complimentary call with us – we’d love to chat!
My nine year old son, Jack, recently left $28 and a note on my desk saying “Bank it!” Want to know how I got my kids excited about saving for the future? Listen to this 90-second audio clip about the power of compounding.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. This information does not reflect historical or expected results for any specific Hill client or prospective client, and is not intended as a recommendation appropriate for any individual. Investments involve risk and the possibility of loss of principal, and are not guaranteed. The values used in this report were obtained from sources believed to be reliable and do not reflect management fees. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser before investing.