4 Must Know Tax Tips for Your Social Security Benefits
Social Security benefits aren’t always tax-free. Learn 4 smart tips—including Roth IRA and QCD strategies—to reduce or avoid taxes on your benefits.
3 Questions to Ask Before Converting to a Roth IRA
Before converting to a Roth IRA, ask these 3 key questions about taxes, timing, and payment strategy to avoid costly mistakes and maximize long-term benefits.
The Heart of the Matter: Helping Clients After the Loss of a Parent
Learn how financial advisors can support grieving families with empathy, presence, and practical guidance after the loss of a parent.
5 Tips for Retiring in a Down Market
Retiring in a down market? In this video, Chip Addis shares 5 smart strategies to help you navigate uncertain financial times with confidence. From building a cash cushion to adopting a flexible spending approach and considering a Roth conversion, these tips are designed to protect your portfolio and ease the emotional transition into retirement—even when markets are rough.
Are You and Your Spouse on the Same Tax Page? The Wash-Sale Rule Says You’d Better Be!
Avoid costly tax mistakes. Learn how the IRS wash-sale rule affects you and your spouse’s investment strategy.
5 Critical Steps to Take the Year Before You Retire
Planning to retire next year? Here are the 5 most important things to do before you leave work—from updating your plan to defining your new purpose.
One More Year: How Delaying Retirement Can Dramatically Boost Your Future
Delaying retirement by one year could boost income, reduce stress, and improve long-term wellness. Here’s why it matters.
Which Investment Accounts Should You Use First in Retirement?
Not sure which accounts to draw from first in retirement? Learn when to tap IRAs, Roths, or taxable accounts—and how to lower your tax bill along the way.
Probate and Estate Administration: A Practical Guide for Pennsylvania Residents
Navigate probate and estate administration in PA easily. Learn key steps, necessary professionals, and how to simplify the process effectively.
5 Reasons to Wait One More Year Before You Retire (Video & Transcript)
Thinking about retiring before 65? Here are 5 smart reasons to wait one more year—and how it could boost your benefits, savings, and peace of mind.
How Private Activity Bonds Can Boost Your Retirement Strategy
Discover how private activity bonds offer tax-free income and risk-managed growth for retirement. A smart move for long-term investors.
Why Rebalancing Matters After Big Market Gains (VIDEO & TRANSCRIPT)
After two strong years in the market, your portfolio might be off balance. Learn why rebalancing now could protect your future returns.
The 2025 Guide to Minimizing Taxes Before and After You Retire
Plan your taxes wisely for a comfortable retirement! Learn key strategies to minimize your tax burden both before and after you leave the workforce.
25 Years of Independence: Why It Still Matters
Addis Hill celebrates 25 years of service—built on independence, integrity, and client-first advice. Discover why being truly fee-only still matters.
A Clear Guide to Incentive Stock Options (ISOs) for Retirement
Demystify ISOs! Learn how these stock options work, their tax implications, and strategic planning for a secure retirement.
Two Hidden Tax Traps to Watch for This Year
Tax time is the perfect chance to improve your strategy. Learn how capital gains and dividends impact your tax bill—and how ETFs and smarter planning can help you save.
Unlocking Your 401(k) Early: The Rule of 55 for Pre-59½ Retirement Access
Retiring early? Learn how the Rule of 55 allows penalty-free 401(k) withdrawals for those 55+ who leave their job. Plan your finances wisely!
Smart Investing Between 45 and 65: What You Need to Know Now
Explore diverse investment strategies for adults aged 45-65. Learn how to grow wealth, manage risk, and secure your financial future for retirement.
From Reddit to Regret? A Financial Advisor’s Take on Meme Stocks
What are meme stocks? Learn how viral investing affects your retirement—and when to avoid internet-fueled stock hype.
