We wanted to take a moment to celebrate a milestone here at Addis Hill – 15 years of dedicated service from Kelly Bashore! Kelly is now the director if investment management and works tirelessly to analyze client investment accounts, creates efficient well diversified portfolios, and carefully and thoughtfully maintains accounts over time. It’s a big job with over 135 households and 350+ accounts to take care of. Kelly offers a unique blend of highly analytical skills and a knack for relating to our clients in a way that makes them feel well cared for. We have always asked a lot of Kelly and she has always been up to the task, whatever it is. Addis Hill would be nowhere near where we are as a firm without Kelly’s influence. Please join us in congratulating Kelly on 15 wonderful years.
Unlocking Your 401(k) Early: The Rule of 55 for Pre-59½ Retirement Access
July 3, 2025
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!
