Newsletters and Mike's Letters
Quarterly Newsletters and Mike's Letters
- Year-End Tax Tips
- A Primer on Medicare
- Before Year-End, Things to Review
Articles include and read the full Quarter Report here.
- Investment Planning: The Basics
- Trust Basics
- Everything Changes as We Age
- Our next seminar on Sept 30th and Oct 4th: "Your Healthy Brain as You Age: You Can Make a Difference"
Articles include: Is it Time to Care for Your Aging Parents?, Tax Efficient Asset Locations Using HCM’s Tax Location Matrix™, and Important Deadlines for 2015 1099s. Read the full newsletter here.
Passing It On - What I Wish I Knew When I Was 30-Something. The Power of Compounding and Why You Should Start Saving Early. Read more here..
Last quarter fire works finally gave us our long awaited stock market correction. Read more here.
Volunteering in Retirement, Estate Management Checklist and Financial Check-up for 30-Somethings. Plus firm news and upcoming events. Read more here.
Mike introduces Peggy Gruenke as the firm's new COO, upcoming events and 2nd quarter market observations: Equities, Fixed Income and the Full Cycle View. Read more here..
Topics include Tax Bracket Management for Retirement Distributions, Sources of Income To Fund Your Retirement and Your Emergency Fund: How Much Is Enough? Read more here
As an Ohio native, like most of our clients, I have a real appreciation for the beginning of Spring. I enjoy the smells, the sounds and the hints of warm, sunny sailing days ahead. It is a time for new beginnings and opportunities. As we move into Spring, there have been many changes and new opportunities at HCM. Read more here.
Topics include: Budget Checkup: Tax Time Is the Right Time, A Common Retirement Distribution Pitfall: Failing to Reinvest RMDs You Don’t Need, and Document Retention: Where Should I Keep It, and When Should I Get Rid of It? Read more here.