Retirement Planning

March 2021

The Flaw in Our Retirement Mentality

Most people have a flaw in their retirement mentality. This flaw is like a bug in a computer that can mess up the operating software or keep it from running. If you don’t correct the flaw, you could be in...
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March 2021

Recent Changes for Your RMDs

We’ve seen a lot of changes in the world over the last several months, and the world of retirement is no different. Part of those changes are the changes that have come to required minimum distributions (RMDs). As a quick refresher,...
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February 2021

SECURE Act Facts

If you’ve got retirement on your mind, you’re probably aware of the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which became law in late 2019. This law is very important for current and future retirees to understand, as it could change your...
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January 2021

Don’t Fear Spending in Retirement

Spending is a big concern for many approaching and in retirement. Expenses such as health care, taxes, and long-term care are all taking away from the nest egg you’ve worked to build for years. Concerns have also been elevated recently...
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December 2020

Tax Credits You Should Know About

No one wants to pay more taxes than necessary. Tax credits are deducted from the amount of taxes you pay each year and can be valuable resources when filing. There are two types of tax credits recognized by the IRS,...
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November 2020

What the Election Could Mean For Your Retirement

For those soon approaching retirement, the main goal is to protect your retirement income from potential volatility. It’s no surprise that many people wonder how approaching an election cycle could impact their financial future. If you’ve wondered the same thing, let’s explore what you can do to prepare. ...
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September 2020

Too much of a good thing?

In 2019, we witnessed the market rise to an extraordinary level. Some investors made incredible gains in their portfolios. Seeing positives on top of positives in your portfolio is a good thing, right? Most of the time, yes. But it’s...
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August 2020

5 Pillars of Retirement Planning — Health

The retirement you want takes careful planning. We believe one of the five pillars of a healthy retirement plan is making sure you have reliable health care. $285,000 Per Couple Your health is vital for a full life. Perhaps even...
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July 2020

Where Is Your Retirement Money?

Maybe you’ve been saving for retirement for years, but do you know where your assets are? To some, this may seem like a relatively unimportant topic — you’re contributing to a market that has some growth potential for retirement, so...
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July 2020

Secure Act Facts

In over 10 years, there haven’t been a lot of changes to the way the retirement system works here in the United States. However, on December 20, 2019, there was some bipartisan legislation that changed the game; that is called...
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Thank you for visiting Hoffman Financial Group, Inc. social media pages. We are part of a highly regulated industry and therefore have some strict rules on replying to comments. If you do not hear from us, or we remove posts because they do not fall within specific guidelines, please do not take it personally. Hoffman Financial Group, Inc. reserves the right to remove any comments on the page that are exaggerated, misleading, or fraudulent.

No Testimonials – Industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with Hoffman Financial Group, Inc.

Hoffman Financial Group, Inc. use of the "like" button is not an endorsement of the organization or individual who posted the content. All content, "likes", and followers of this page should not be considered as testimonials or advertisements.