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"Our mission is to provide financial well being through exceptional service, education and communication."
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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. 

Learn more about our unique planning process  


Helpful Content

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

 

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

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