Insights

Racing to Retirement

As you know, life gets busy and the last thing most people think about is retirement. Here are some tips to help you or younger family members prepare: Racing to Retirement. If you are looking for a…
Are You Using All The Help Available To You?

Do you keep your paid financial advisor up to speed on impending developments or decisions in your life? A quick email can do a lot. Do you keep an open mind and give adequate weight to the advice…
3 Tips to Help Identify Dangerous E-Mails

Phishing e-mails have become one of the most common ways for a scammer to access your information or trick you into contacting them, an even more dangerous step. But do you know how to spot a phishing e-mail? Check…
MIT AGELAB

Thought provoking work on aging is being done at Massachusetts Institute of Technology (MIT). Check out some of the work the AGELAB is doing below! HFM can help you explore planning for life after career and as…
529 Plans and Financial Aid

Will your 529 plan savings hurt financial aid eligibility? If you’re using a 529 plan to save for college, you may be worried about hurting your child’s eligibility for financial aid. Just under one-third of the…
Getting Ready to File Your Taxes?

Custodian 1099s Access Your Tax Documents Online to Avoid Mailing Delays 1099s Electronic Notification – If you have elected to receive printed Form 1099s and your custodian knows your email address you will be notified via email…