Based on Governor Wolf’s announcement yesterday that either mandates closing or requests all non-essential businesses be closed, Hickory Pointe Financial Group will now be closing our physical office location and all team members will be working remotely. We care for the safety and health of our team, our clients and the community. Thank you for understanding and be well.
We are pleased to welcome our newest team member and Financial Planning Assistant, Alexa Comey.
Alexa is a graduate of West Chester University with a Bachelors degree in Finance and Economics. In her personal time, Alexa enjoys surfing, snowboarding, yoga and spending time with friends and family. This past summer Alexa volunteered to foster to 4 kittens for the Philadelphia Animal Welfare Society.
Please join us, as we welcome Alexa to our team at Hickory Pointe Financial Group.
Staying focused amidst uncertainty can help you reach your future financial goals.
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021.
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Stock market losses can lead to emotional investing decisions. But we are here to help you navigate all market conditions. If you’re concerned, let’s talk about the options you have to stay on track toward your goals.
MONEY.USNEWS.COM
How to Recover After Loss in the Stock Market
Has the pandemic caused you to consider adopting a feline family member? Here’s a realistic picture of how much owning a cat may cost you.
KIPLINGER.COM
12 Costs of Owning a Cat | Kiplinger
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
Meet Shawn C Smith, Financial Advisor and Senior Vice President at HPFG. Shawn has 20 years of industry experience and aims to assist his clients prepare for retirement and develop healthy financial habits. Shawn holds both a CRPC designation and the Accredited Portfolio Management Advisor designation. Shawn is currently welcoming new clients to our practice and welcomes any introduction conversations! Shawn lives in East Falls with his wife, son and daughter. You can catch Shawn at the pool with his family or partaking in his weekly tennis group.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Financial wellness is good for employees but did you know it can help your business too? Talk to us to learn how offering financial wellness can help you reach your benefits participation goals. #nationalfinancialplanningmonth
If you have taxable investments, it’s possible your portfolio could benefit from another approach. Let’s talk about the benefits and limitations of tax-advantaged investing.
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
If you’ve ever wondered how your retirement savings stacks up against your peers, you’re in good company. The desire to know where you land in the sea of retirement savers is natural, and it can help either kick-start more progress or give you a feeling of satisfaction
FINANCE.YAHOO.COM
Average Retirement Savings by Age and Why You Need More
Are you ready for the Big Game?
What’s do you enjoy the most? The commercials, the food, or the halftime show?
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list?
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring.
FORBES.COM
How President Joe Biden Will Impact Your Personal Finances
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider.
AMERIPRISEADVISORS.COM
Capital markets outlook
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
