Resolve to get your finances in order in 2017!
Join Hoffman Financial Resources for monthly Financial Classes throughout 2017.
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.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The federal government requires deceased individuals to file a final income tax return.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Have you explored all your options when it comes to managing your taxable income?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What is your plan for health care during retirement?