Insights

We hope these tips will make the giving season a little less stressful: Tip #1: Charity scams can be very convincing. Tip #2: Your donation may or may not be tax deductible. Tip #3: Identify a…

Some parents would rather speak to their children about practically anything other than money. But such reluctance carries a high price. While there are many legitimate ways to discuss finances with youngsters, financial experts say, two…

IRS.gov — Aggressive and threatening phone calls by criminals impersonating IRS agents remain a major threat to taxpayers, but now the IRS is receiving new reports of scammers calling under the guise of verifying tax return…

Do you like the word BUDGET any more than the word DIET?  We don’t tend to see learning about them as the path to something even better than short-term, short-lived immediate gratification.  With a diet, in order to be…

Criminals and manipulative marketers don’t need to be high-tech system hackers to be effective:   Social engineering (exploiting basic understanding of how people tend to behave) is the easy way in to your systems and to get…

What do recent graduates (and their parents) need to start thinking about? With everything changing so quickly it is hard to get arms around the best decisions for you and your family. This article will help…

As we age it becomes harder and harder to lose parts of our independence. Check out these 5 key pointers for you, your children or your parents to ease the transition.

Having a conversation with your children about your finances is never easy. At HFM we believe giving your children knowledge about your wishes can only make life easier when the unexpected happens.

As your life changes so should your Estate Documents. Here are 12 questions to get you started in keeping your estate plans as well as beneficiary designations, up-to-date.

Aretha Franklin’s passing was in the news not just because she was an icon, but because she had NO WILL.  Below is an article about some of the pitfalls of not having a will, including that without…

Scammers can temporarily trip up the most cautious among us. So it is key to arm yourself with habits that improve your odds of extracting yourself when you invariably are targeted. Read more (PDF)… QUICK QUIZ:  Have…

With scammers getting smarter and technology always changing, it is our job as consumers to equip ourselves with ways to stay safe online.