Scott Hamilton, CFP®

We help Baby Boomers align their values, visions, and goals to create a comprehensive financial plan and investment management.

[Scott Hamilton, CFP® @HFPlan]

While active investors always feel they need to be doing something, the passive investor relies on a sound financial plan and keeps their discipline by not being scared into action by market swings.

The Result? less stress and better returns. Hard to beat.

[Scott Hamilton, CFP® @HFPlan]

How To Reduce Taxes And Build Wealth With QCDs(Financial Advisor)

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[Scott Hamilton, CFP® @HFPlan]

What does how you jump into a pool tell your advisor about your investing strategy? Check out our new article https://t.co/nfRuEpksKi

[Scott Hamilton, CFP® @HFPlan]

One dollar over costs you thousands, how can you avoid it? - Check out our new article.
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[Scott Hamilton, CFP® @HFPlan]

How to use QCDs to reduce taxes and build wealth

[Scott Hamilton, CFP® @HFPlan]

How to use QCD to build wealth and reduce taxes

[Scott Hamilton, CFP® @HFPlan]

https://t.co/iasymcR7H5

[Scott Hamilton, CFP® @HFPlan]

Just looking at the inflation rates of colleges compared to general inflation rate. Insane, if you're wanting to save for a grandchild's college expect 4-5% inflation.

[Scott Hamilton, CFP® @HFPlan]

A survey conducted by Edvest shows that 90% of grandparents would like to contribute in some way to their grandkids college fund, at the same time, many dont want their money to be spent frivolously. Check out our new blog to make sure that doesn't happen.
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[Scott Hamilton, CFP® @HFPlan]

Vanguard Advisor’s Alpha Study was originally conducted in 2001 and updated in 2019. The research firm looked into the added value—aka “alpha”—a financial advisor’s assistance can bring to an investor’s portfolio. Vanguard research concluded that an investor could realize at least 3% in annual net returns if they used a financial advisor to help make decisions.
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[Scott Hamilton, CFP® @HFPlan]

Why you shouldn't bet the farm on one stock-->

[Scott Hamilton, CFP® @HFPlan]

The foundation of any effective estate plan is built upon a set of essential legal documents. Understanding how these documents work individually and collectively is the first step toward safeguarding your future and providing confidence for your family. This Article explains it.

https://t.co/lUM39a5RHM

[Scott Hamilton, CFP® @HFPlan]

Why is everyone in a rush to pay off their mortgage? Smart money keeps theirs.

[Scott Hamilton, CFP® @HFPlan]

If you’re considering ways to support your loved ones during your lifetime, this article walks you through 5 powerful accelerated inheritance strategies and can help you determine if this proactive approach aligns with your financial goals.

https://t.co/9qufOoy8V4

[Scott Hamilton, CFP® @HFPlan]

How much do you really need in an emergency fund? (Financial Advisor)

[Scott Hamilton, CFP® @HFPlan]

Why is everyone in a rush to pay off their mortgages?

[Scott Hamilton, CFP® @HFPlan]

Diversifying your money can decrease risk while helping you reach your goals with confidence. Even if you understand diversification, it’s helpful to review its benefits. Read on to learn what these benefits are and how they can support the overall growth of your portfolio.
https://t.co/ct123U9arY

[Scott Hamilton, CFP® @HFPlan]

Almost half of all Americans worry about running out of money during retirement. Even if you don’t think this will happen to you, the need to be fiscally responsible in retirement is most likely weighing on your mind.
In this article, we will discuss three budgeting tips to help boost your confidence and provide a sense of comfort as you enter and enjoy retirement.
https://t.co/40SMNaBPXL

[Scott Hamilton, CFP® @HFPlan]

With economic uncertainty and inflation woes continuing to make headlines, many people are contemplating working longer and retiring later as a way to combat rising healthcare and other costs. But is retiring later a good idea? Or even realistic?
https://t.co/8EE2S0JZeu