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.

Ken Burke shares a video of his granddaughter encouraging her sister as she climbs the stairs for the first time. Her simple words of encouragement — 'You're almost there' and 'Keep going' — remind us of the power of support and the importance of being there for one another. At HFA, we embrace this language of encouragement, believing it is in our nature to celebrate each other's successes.

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.