By Greg Hart, CFP® The new year is right around the corner! As 2022 comes to a close, many people are looking ahead to a more positive financial outlook in 2023. While this year has brought about many concerns for investors, including market volatility and ongoing recession fears, there is still …
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5 Small Business Tax Tips to Steer You Through the Rest of 2022
By Greg Hart, CFP® 2022 has been a bit of a rollercoaster. With mass uncertainty surrounding a recession, high rates of inflation, and ongoing supply chain issues, we have certainly had a lot of obstacles to deal with. As we head into the final quarter of 2022, here are 5 things you can do at the …
Reassessing the Non-Financial Part of Retirement
By Greg Hart, CFP® It was a milestone that seemed so far off into the future: retirement. Now that retirement is finally upon you, how are you going to spend your time? Depending on what age you retire, you potentially have more than 30 years left to do all the things you couldn’t do during your …
Why You Should Consider Sending Your RMDs Straight to a Charity
By Greg Hart, CFP® If you’re like most of our clients, you know the value of generosity. You understand that having a lasting legacy means protecting people outside of just your home. At Haddon Wealth Management, our job is to help you in your mission to make the world a better place in the …
Personal IRA vs. Employer-Sponsored Retirement Plans
By Greg Hart, CFP® If you’re looking for ways to save, you don’t have a lack of options. Given the countless retirement savings choices, it’s a challenge to pinpoint the best account for your unique needs. The two most common retirement savings vehicles used to maximize growth and ultimately …