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.

Ken Burke, President and Chief Executive Officer at High Falls Advisors, completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participating in a workshop that took place May 9-10, 2024. The invite-only workshop provided in-depth technical training on advanced retirement account planning strategies, tax law changes and estate planning techniques.

Keeping financial documents organized can be a challenge. We’ve created a quick guide to help you determine what to keep and what to toss.

Our team at High Falls is ready for tax season. We have compiled resources and worksheets to help you collect and prepare your tax data for filing.

HFA’s Client Service Associate, Kosal Gelser, shares an emotional story of his recent trip to his birthplace of Cambodia.

The holiday season can require extra financial planning. Here are some tips to create a budget that will help you have a happy holiday.