Are you tired of spending hours looking through company portals for courses to complete your certification only to find you can’t get logged in? Let us help you make navigating certifications easier!
As more and more clients are inheriting assets from their loved ones, the need for financial planning is increasing. With inherited assets, there are different options available, depending upon the type of account, as well as special rules that must be followed. When faced with questions on how best to manage these inherited assets, Hovis & Associates can help provide the answers.
Most days you have back-to-back appointments and running all over town to different locations meeting with clients. At your last appointment of the day, you realize you forgot your computer at the café across town. You return to find your computer was stolen. How well is your clients’ personal information protected?
Have you ever wondered how much money you will need in retirement? Or maybe, how much life insurance you will need to protect your family should something happen to you? If finding the answers to questions like these keeps you up at night, it might be time to consider financial planning.
As we near May 29th, what better time to talk about 529 plans! College costs continue to increase year over year. Curious what the expected costs will be for your children or grandchildren? Hovis & Associates can help calculate those costs and put a savings plan in place to help you meet your education goals.
Imagine sitting in an appointment with your clients. You are covering the different options they have available to them for Medicare insurance. Turns out, an Advantage plan is best for the husband, and a Supplement with a Part D plan is best for the wife.
We are excited that Hovis & Associates is making some big changes…
Despite their differences, clients have similar concerns when it comes to finances. Let us know what you think. Reply back with your biggest financial worry.