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H2R: A TEAM APPROACH
Everything you need to know about retirement and protecting your assets at one source
It takes a team to help you to retire and to protect your assets.
H2R has a team of experts in every field so you don’t have to go to more than one source for life-after-work planning.
We advise you on every aspect of your retirement.
• Annuities and Money Management
• How to protect your 401(k)s and IRAs from excessive taxation
• Insurance policies and how to reap their benefits
• Medicare, Social Security and Medicaid
We can even collaborate with your lawyer and CPA to offer comprehensive solutions for your retirement challenges.
ATTENTION:
If your stock market accounts dropped by 20% or even 30% in the 1st Quarter of 2020, and/or your total investible assets dropped more than 10%-15%, SOMETHING MAY BE WRONG WITH YOUR ALLOCATION!
This CoronaVirus will blow over … but be better prepared to come out the other end in greater shape. For those concerned retirees or folks over 60 we will offer a FREE 55-minute Portfolio X-Ray of your investments and allocations.
This is a FREE consultation with no costs or obligations, and for a limited time we are available for night and weekend appointments.
Annuities
Money Management
Wills & Trusts
401k Planning
Income Planning
Tax Services
Insurance
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Latest Blog Posts
SECURE Act 2.0 Pending in Congress
SECURE Act 2019 was Congress playing “The Grinch" - for ‘The Sequel’ is Congress now trying to play Santa Claus? In movies, the sequel is rarely better than the original, and even the original movie is never quite as good as the book, right? Well, in this case...
The Importance of Proper Planning for a Physically Ill Spouse or Loved One
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally,...
Is Now the Time to Give Yourself a 401(k) Loan?
In planning how to finance a large purchase before age 59 ½, it’s common to consider the idea of taking a withdrawal or a loan from a 401(k) or another retirement account. Taking money from your retirement funds is not a decision to be made lightly and can come with a...
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