Six Ways to Tell the Difference Between Real and Pretend Investors

The Magic of Incremental Change

Podcast Episode – Dr. Daniel Crosby

Bank It

Laura Vanderkam – The Boss of Time Management

Category: Service

I Need a Concierge

What is a concierge? Merriam-Webster defines it as “a person or service that provides assistance with personal business (such as making travel arrangements, scheduling appointments, or running errands).” We’ve all heard of a concierge at a hotel, or perhaps even a concierge doctor – but you’ve probably wondered, is a dedicated concierge reserved for only the ultra-wealthy?

Insert our official Client Concierge – Buddy Reisinger.

For as long as we’ve known Buddy Reisinger, we’ve observed him juggling an eclectic mix of questions from clients, friends, and family. The queries range from “any idea who the best plantar fasciitis doctor is in Saint Louis?” to “I’m heading to Santa Barbara and want to impress my in-laws – where do we get dinner?” to “Which organization will benefit most from my charitable gift?” to “Which airport should I fly into when I go to Cape Cod?”.

It seems evident to us, but we want you to know that we’ve crowned Buddy the official HIG Concierge (his new title). As a world traveler, adventure seeker, family man, and lifelong learner, Buddy always has the answer, and if he doesn’t – he sure as heck knows someone who does!

If you’ve been a client for a while now – chances are you know Buddy. If you’re new to the firm or want to learn more about him, please click here.

We encourage you to reach out to Buddy with your strangest request. He’s up for the challenge.

A Message From The Service King

Here at HIG, we are passionate about service and hospitality. What does this really mean for you and your financial life? Listen to John Reagan talk about it in this short message.

The Number One Thing to do Before the End of 2020

Last month we shared five things that can still be done in December to minimize your 2020 taxes. With only a day left in the year, the number one thing you can still do to offset your taxes is to GIVE.

Giving is a tax one two punch – lowering taxes today and tomorrow. 

Charitable contributions are tax-deductible in the year you make the gift, either to your favorite organization or your Donor Advised Fund. By contrast, gifts to individuals provide a longer-term benefit – they are a great way to lower your overall estate and reduce the amount that is potentially subject to estate taxes in the future. Cumulative gifts to an individual up to $15,000 [$30,000 for a married couple filing jointly in 2020] are under the annual gift exclusion and do not require a gift tax return to be filed. If you give more than $15,000 to one person, you may have to file a gift tax return, and we would encourage you to consult with your tax professional. Of course, for clients of Hill Investment Group, we handle the consultation and coordination.

Hill Investment Group