Holiday Gifting
The holidays are a perfect time to consider gifting money to your loved ones. We discuss the gift limits and strategy considerations in our blog. #WeAreHovis #PlanwithHovis
Grateful for our Clients
As we near Thanksgiving, we send a note of thanks to our wonderful clients. #WeAreHovis #PlanwithHovis
Financial Foundations – Retirement plans
Recent graduates often feel overwhelmed and confused with many of the financial decisions they are now forced to make. To help ease that transition, we’ve created a blog series about starting out with a good, financial foundation. The first in this series delves into employer retirement plans. #WeAreHovis #PlanwithHovis
The Importance of Estate Planning
To illustrate just how important having your legal affairs in order is, this Estate Planning blog details a recent experience after losing a loved one. #WeAreHovis #PlanwithHovis
Saving for College with 529 plans
The month of August is a flurry of activity as families ready themselves for another school year. Back-to-school shopping trips, school registrations, and open houses fill many household calendars leading up to that memorable first day of school. Even though it may...
RMD Rules
Many clients with IRAs or retirement account have heard about Required Minimum Distributions or RMDs but they may not understand all the rules. Check out our blog to learn about the rules to follow and the penalties to avoid. #WeAreHovis #PlanwithHovis