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A professional man in a suit stands against a maroon background with white text describing the role of family offices in managing wealth, philanthropy, and educating the next generation. The blog is by Bill Bolen, CFP, CFA, HB Principal.
April 23, 2025

What Is A Family Office?

A smiling woman in a blue blazer stands beside text titled Financial Spring Cleaning: Tidy Up and Take Control, with a checklist for organizing finances on a solid red background.
April 16, 2025

Financial Spring Cleaning: Tidy Up and Take Control

A blog advertisement titled Why Comparing Yourself Financially Doesn’t Add Up by Tana Gildea. The text includes motivational quotes about financial journeys. A person is pictured in the bottom left corner. The background is maroon.
April 1, 2025

Why Comparing Yourself Financially Doesn’t Add Up

A blog announcement titled The New Year and Your Money Story by Tana Gildea. Features a portrait of a smiling woman on a burgundy background with a list of financial reflection points for the new year.
February 10, 2025

The New Year And Your Money Story

A blog titled Caring For Aging Parents: Essential Questions And Strategies by Jimmy Trimble. It highlights factors like emotional preparation, medical advocacy, addressing mental health, financial planning, legal documents, and balancing responsibilities.
February 5, 2025

Caring For Aging Parents: Essential Questions And Strategies

A lush green landscape with a train crossing a bridge. The graphic includes text about discovering new places by train, highlighting comfort and convenience. A small photo of the articles author is on the left side.
December 10, 2024

Beyond The Numbers: Why Drive or Fly When You Can Discover New Places by Train?

A person wearing glasses and a red sweater is smiling and leaning on a stack of books in a library setting. Shelves filled with books can be seen in the background.
July 22, 2024

Your College Piggy Bank – The 529 Savings Account

A field of white daisies against a blue sky, with a hiker in the background holding trekking poles, blurred by depth of field.
May 14, 2024

Spring Towards Your Financial Goals

A woman wearing gloves and casual clothes is raking a pile of autumn leaves on a wooden deck in a garden. She holds a red rake and is surrounded by green plants. In the background, stacked chairs and a stone wall are visible.
April 24, 2024

Spring Is Sprung

A pink piggy bank wearing glasses sits next to a chalkboard. The board has the word SPEND written and crossed out three times, with the word SAVE below them in large letters.
January 23, 2024

Your Kids, Saving, And Roth IRAs

A gavel rests on a red document labeled Probate with a crown symbol. Next to it, a folder titled Last Will and Testament is partially visible.
November 27, 2023

Avoid Getting Lost After The Loss Of A Loved One: A Roadmap To Navigating Probate

A collection of festive gift bags in red and brown, some with tissue paper and decorative tags. The bags are arranged closely together, creating a holiday or celebratory atmosphere.
November 21, 2023

It’s Holiday Time!

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