Why It’s So Darn Hard to Save
Unless you’ve won the lottery, have a rich uncle you don’t know about, or are in the top 1% of the population with a net worth of over $10 million, savings are essential. Unfortunately, one thing that few people think about is that everyone has an earnings peak. The more you can contribute to your […]
Budgeting: The Surprising Empowerment of Watching Your Finances Like a Hawk
Everyone claims they want to take control of their finances. Nothing is as empowering as knowing your numbers. All your numbers. It makes you feel so grown up — no matter what your age — and so in control. So why does control feel so challenging to achieve? Because it means preparing a budget. (Or a […]
Budgeting: The Surprising Empowerment of Watching Your Finances Like a Hawk
Everyone claims they want to take control of their finances. Nothing is as empowering as knowing your numbers. All your numbers. It makes you feel so grown up — no matter what your age — and so in control. So why does control feel so challenging to achieve? Because it means preparing a budget. (Or a […]
2019 Year End Planning
With most of 2019 behind us, now is a great time to consider the following financial planning moves, if appropriate for your circumstances. It is important to make sure you end the year on a positive note and are properly positioned for a successful 2020. Review Your Withholding Many taxpayers who normally received a refund […]
Greg Heller discusses why women lag behind men in retirement savings and shares tips for catching up
CEO Greg Heller is quoted in CNBC discussing how openly talking about their money and finances can help women catch up to men when it comes to retirement savings.
Financial Freedom at 50: Playing with (Midlife) FIRE
Everybody wants to be free. The question is, how many are willing to do what it takes to reach financial freedom, where you have enough passive investment income to cover your living expenses and are not reliant on work. Millennials popularized FIRE — Financial Independence, Retire Early — as a way to shake up the […]
Greg Heller discusses why millennials are more open about their finances in article in Business Insider
CEO Greg Heller is quoted in Business Insider, discussing why millennials are more open to talking about their finances then generations that came before them.
An Interview with HCR Wealth Advisors’ Steve Weinberger
HCR Wealth Advisors is a dedicated wealth management firm founded on the principles of providing up-to-date, sound financial and investment strategies to their clients by integrating their investments, retirement plans, and financial targets into a single strategy that evolves and grows as they do. HCR Wealth Advisors appoints a dedicated team to work side-by-side with […]
The Wall of Worry (Redux)
In more than a few client meetings, we have found ourselves saying that if you only looked at the headlines and what was going on in the media/politics/geopolitical front, you would probably conclude that the stock market is doing horrible. But in fact, the market has continued to do quite well amidst a broader backdrop […]
HCR Wealth Advisors & Stock Market Volatility
The Number one question on the lips of every American with assets tied up in the markets is, “Will the bull market continue its heady climb, or are we on the brink of financial Armageddon?” What makes answering this question so difficult is that there are two schools of thought, one for each possibility, each […]