By Greg Hart, CFP® If you’ve spent any time researching financial advisors and their firms, you may have come across the term “fee-only”. You will usually find a fee-only advisor working at a Registered Investment Advisor (RIA) firm. They provide services and planning that, by law, can only be in …
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10 Things To Do Within 5 Years Of Retirement
By Greg Hart, CFP® The countdown is on and you are finally closer to the finish line than the starting block. Your dreams of white sandy beaches, days enjoying the golf course, or more time with family are just around the corner. This may fill some of you with excitement and others of you with …
Are You Ready For A New Year/Decade? Five Financial Steps To Take Before You Say Hello To 2020
By Greg Hart, CFP® As we approach the year’s end, in the midst of all the holiday hustle and bustle, the last thing you want to think about is taking care of your finances. But since finance-related resolutions consistently fall in the top five most popular New Year’s resolutions, (1) why don’t …
Happy Thanksgiving! A Time To Be Grateful
By Greg Hart, CFP® Happy Thanksgiving from the Hart Family and Haddon Wealth Management! We want to take a moment to thank you for being a part of our family! We sincerely appreciate the trust you place in our firm and we take our responsibility to you and your family very seriously. Cultivating …
Could Financial Planning Reduce Your Tax Bill?
By Greg Hart, CFP® There’s one thing I believe we can all agree on: taxes are no fun! For many, just the thought of having to prep and file can cause great distress, but did you know you spend almost four months of every year working to pay the IRS? (1) This realization can really be the salt on …