Pontera is a secure platform that allows us to view and adjust employer-sponsored retirement plans, such as 401(k)s and 403(b)s, without ever taking custody of your assets.

In recognition of Charitable Giving Month, Ken Burke shares practical tips to help you plan for the 2025 tax season. He covers important tax dates in November and December, key tax numbers to know, and three charitable giving ideas to consider before year-end.

Once again, it is time to make your annual health care choice. The Medicare open enrollment period runs from October 15 to December 7, 2025.

As the days grow shorter and the leaves fall, we reflect on a summer filled with sunshine, teamwork and unforgettable moments here at HFA.

While Debbie’s sabbatical didn’t go as planned, it turned out to be exactly what she needed: a chance to start fresh, be closer to family and make new memories in a new home.

September is National College Savings Month, a perfect reminder that it’s never too early — or too late — to plan for higher education costs.