Financial advisors are more than calculators handling your investments, they are people. Our blog is way for us to express what kind of people we are. While we often focus on industry trends and financial education, don't be surprised if you come across a favorite recipe or "life hack". After all, we are human too.
Regina McCann Hess, CFP®, CDFA® |
Monday, June 5, 2023
There are a lot of rules when it comes to 529s, so it’s extra important to make sure you’re using them correctly and staying within the boundaries of the benefits. Earnings on non-qualified withdrawals are taxed as ordinary...
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Regina McCann Hess, CFP®, CDFA® |
Monday, May 29, 2023
You will hear why Sarah is so passionate and driven to advocate for those with disabilities and get insight into what it’s like to have a non-apparent disability.
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Regina McCann Hess, CFP®, CDFA® |
Saturday, May 20, 2023
5 things you should think about doing in the 5 years before you retire.
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Regina McCann Hess, CFP®, CDFA® |
Monday, May 15, 2023
Creating better culture, environment, and relationships is (or should be) one of the key goals for businesses as it is the glue that ties everything and everyone together.
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Regina McCann Hess, CFP®, CDFA® |
Tuesday, May 9, 2023
In this episode, I’ll share some of the most common scams you may run into, as well as some key ways that you can protect yourself and others from a scam.
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