HD Wealth Strategies Annual Night at the Ballpark By:Allison Schmidt, Financial Advisor, CFP®, CPA I’m always so grateful after...
Archive for category: All
Age Milestones in Retirement Planning By: Allison Schmidt, Financial Advisor, CFP®, CPA Age matters when it comes to retirement...
Spinning The Record Record high? Depends on your perspective By Steven Higgins, Financial Advisor, Principal The Federal Reserve’s decision...
Another Chance To Make Sure Your Mortgage Rate Is In The Sweet Spot Written by: Allison Schmidt, Financial Advisor,...
Introducing the “Behalf Meeting” Part of the HD Experience By Steven Higgins, Financial Advisor, Principal Investors who leave their...
Soon We’ll be a Family of 4!! By: Allie Schmidt, Financial Advisor, CFP®, CPA I thought the Touchstone Spotlight...
The S&P Just Notched a New All-Time High….So, What Did You Do? By Steven Higgins, Financial Advisor, Principal Last...
This One’s for the Ladies: Financial Planning for Women By: Allie Schmidt, Financial Advisor, CFP®, CPA Women…we’re different from...
Failing at the Experience Investors get little from their advisors because they expect little from their advisors By: Steven...
I Can’t Itemize My Tax Deductions Anymore…Now What?! By: Allie Schmidt, Financial Advisor,CFP®, CPA Are you one of the many folks who itemized...
