The Business Owner Exit–Succession Process

By Greg Hart, CFP® If you’re a business owner, your job is more than just a career—it’s your life. The blood, sweat, and tears it takes to travel the road from that first spark of a creative idea to the managing of a full-fledged business is not for the faint of...

Could a Retirement Tax Advisor Enhance Your Retirement Dreams?

By Greg Hart, CFP® If you’ve ever worked with a financial advisor or CPA, then you probably know there are ways to minimize your overall tax burden—strategies like bunching, taking advantage of tax-deferred savings opportunities, and claiming tax credits you’re...

Top Financial Planning Challenges Corporate Executives May Face

By Greg Hart, CFP® Having a long, successful career as a corporate executive is a great accomplishment. You’ve climbed the ladder, worked hard to get where you are, and you devote much of your time and energy to improving your company’s bottom line. That often means...

Follow Us On Social Media!

By Greg Hart, CFP® Did you know Haddon Wealth Management is on social media? We know that many of you probably prefer to get information from and interact with companies through social media, so we created our pages just for you! Here’s what you can expect from...

Year-End Tax Strategies

By Greg Hart, CFP® As we quickly approach the end of 2020, it’s time to wrap up some loose ends and set yourself up for the new year. One of those loose ends is your taxes. Even though taxes are far from festive, proactively planning can save you money, and that’s...
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