Long-Term Care Planning: Defining Your Ideal Care for a Secure Retirement
Secure your retirement with a long-term care plan. Explore options, define preferences, and create a strategy for lasting comfort.
Just Inherited a Large IRA? Discover Tax Strategies and Expert Advice to Secure Your Wealth
Inherited a large IRA? Learn how to manage it wisely, minimize taxes, and secure your financial future with expert tips and strategies!
5 Common Investor Mistakes to Avoid in 2025
Discover the top 5 investor mistakes to avoid in 2025! Learn strategies to stay patient, diversify, and boost long-term returns.
Why HSAs Are the Most Powerful Tool for Fighting Rising Healthcare Costs
Discover the power of HSAs! Learn how to save, invest, and reduce healthcare costs with triple-tax advantages for a secure retirement.
Unlock Your Financial Future: A Practical Guide to Goal Setting at Every Age
Achieve your financial dreams! Learn practical goal-setting strategies for all life stages. Expert advice for reaching your goals and building a secure future.
Dollar-Cost Averaging: A Timeless Strategy for Retirement Success
Investing for retirement can feel overwhelming, especially when market headlines scream volatility. That’s where dollar-cost averaging (DCA) comes in—a simple yet powerful
Why I Became a Fiduciary Financial Advisor
Discover how I transitioned from selling insurance to becoming a fiduciary financial advisor. Learn about the challenges, lessons, and mission behind Addis Hill’s success in financial planning.
Bond Ladders: A Strategic Approach to Retirement Income Security
Discover how a bond ladder can provide stable income and manage interest rate risk during retirement. Learn the benefits, risks, and steps to build your own bond ladder.
Season of Giving: Tax-Efficient Charitable Strategies for the Holidays and Beyond
Discover how charitable giving can benefit your finances and fulfill your philanthropic goals. Learn strategies to maximize tax advantages and plan for a legacy of giving.
What Is Portfolio Drift and How It Costs You Money
Is your investment portfolio drifting away from your goals? Learn how to regain control and safeguard your retirement savings.
Overcome Cognitive Bias and Free Your Investment Portfolio
Discover how cognitive biases can sabotage your investment strategy. Learn how to identify and overcome these mental traps.
Master REIT Basics: Your Step-by-Step Guide to Real Estate Investing
Learn the fundamentals of REITs, how they work, and why they’re a valuable investment option. Discover the benefits, risks, and strategies for successful REIT investing.
IRS Pro-Rata Rule: A Simple Guide to Calculate Your Taxes
Decipher the IRS pro-rata rule. Learn how to accurately calculate your taxes and avoid common pitfalls. Master the pro-rata allocation process today!
The Ultimate Guide to Secure Investing as You Approach Retirement
Learn key investment strategies to protect and grow your retirement savings while minimizing risks as you approach retirement
IRS Wash Sale Rule Explained: Everything You Need to Know
Learn how to navigate the IRS wash sale rule, reduce tax issues, and maximize savings with smart strategies and expert advice.
Tax-Loss Harvesting: A Strategic Move to Reduce Your Tax Bill
Learn how tax-loss harvesting can help you reduce your tax burden and grow your investments. Discover strategies and best practices from a financial planner.
Transform Your Future: The Surprising Power of Target Date Funds
Learn how Target Date Funds streamline retirement investing by adjusting your risk and allocation for a more secure financial future.
Roth IRA vs. Roth 401(k): Find the Best Tax-Free Account For You
Supercharge your tax-free retirement: Compare Roth IRA vs. Roth 401(k), uncover tax-free growth, and secure a winning retirement strategy with confident investing.
Here’s Why I May Never Be Ready To Retire: Purpose & Fulfillment
I share why I may never be ready to retire—staying passionate, forging lasting bonds as a successful fiduciary financial advisor for decades.