HFA clients are invited to attend a guest speaker event at Locust Hill Country Club on Tuesday, December 3, 2024. In this presentation, experts from Fidelity’s Enterprise Cybersecurity group will discuss the current cyber fraud threat landscape, how Fidelity works to protect your accounts, and how you can better protect yourself from those threats.

Randi Beach, HFA's Director of Client Services and Senior Financial Advisor, recounts her sabbatical, complete with safari, family traditions and summer fun.

Effective January 1, 2024, many companies in the U.S. must report information about their beneficial owners—the individuals who ultimately own or control the company—to the Financial Crimes Enforcement Network (FinCEN), a bureau of the U.S. Department of the Treasury.

Instilling healthy money habits in your children at a young age can help them approach financial matters with confidence. Here are some tips to teach your children financial responsibility and set them up for lifelong success.

Upcoming elections and federal tax changes may impact your financial portfolio. We've provided the most current updates to help you stay prepared in uncertain times.

Creating a family financial plan can help you achieve goals, prepare for the future, and enjoy the time you spend together with more financial freedom. Here are a few benefits of creating a plan that works for your family.