Resolve to get your finances in order in 2016!
Join Hoffman Financial Resources for monthly Financial Classes throughout 2016.
Each month we'll present financial topics that are important to YOU!
Classes are free and available to the public.
Check the Events page for dates and details.
Managing your wealth in line with your life.
Managing your financial future can be time consuming and at times frustrating. Your parents or a sibling may become dependent on you for support. Your children will look to you for help getting started after school or launching a new business. You may decide to explore a new career – perhaps a philanthropic endeavor or a great opportunity that you just can’t pass up. All of these challenges require a new approach; one that focuses on the relationship between your life and wealth.
Hoffman Financial Resources provides a unique approach that’s more than traditional financial management. Your life and your financial planning are dynamic fluid processes. Ultimately, it’s really about your dreams and aspirations and helping you make wise decisions. Our role is to serve as a trusted advisor, guide and educator.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
There are ways to improve your physical fitness without denting your fiscal fitness.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Five strategies for managing your student debt.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.
Why are 401(k) plans, annuities, and IRAs so popular?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here is a quick history of the Federal Reserve and an overview of what it does.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.