In December of 2024, Jen Vogler, High Falls Advisors EVP and CCO, spent a week in Iceland with her daughter Olivia, who is 24 and a first-year medical student at Duquesne University in Pittsburgh. We sat down with Jen to ask about her experience, the beauty of Iceland and how she came to spend the next six weeks in a walking boot with a broken foot.
We are pleased to announce that Robert Granish, HFA Financial Advisor, has attained an advanced level of applied knowledge in retirement planning as a Retirement Income Certified Professional® (RICP®).
It's that time of year again. Kevin, Tim, Raechel, Ray, Caleb, and Steve have been hard at work, along with Jamie and Shane, our newest team members. For those of you who haven’t had the honor of meeting Jamie and Shane yet, here’s a little bit about them.
The Secure 2.0 Act introduced additional changes to retirement savings, in particular, the “super-catch-up” contribution provision. Effective January 1, 2025, this provision makes it possible to contribute more toward your retirement in the years that you are age 60-63.
We're proud to share that HFA co-founder Jim McBride was recently recognized by the Houlton Pioneer Times for providing three high school students with tuition scholarships to the downtown Houlton private alternative high school.
In December, HFA hosted a guest speaker event for our clients at Locust Hill Country Club. The event featured cybersecurity professionals at Fidelity who discussed the current cyber fraud threat landscape, explained how Fidelity works to protect your accounts, and shared best practices for safeguarding yourself against online threats.