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Strong in the Storm

May 8, 2020

We are in the midst of some unprecedented times! We just finished some of the strangest weeks the world has ever recorded. Events were canceled, large gatherings were discouraged, and then even prohibited. Businesses and schools have had to adjust swiftly. Teachers and kids are doing distance learning from home. Restaurants are offering curbside pickup […]

COVID-19 Government & Tax Updates

April 16, 2020

We just finished one of the strangest months the world has ever recorded. Events were canceled, large gatherings were discouraged and then even prohibited. Businesses and schools have had to adjust swiftly. Teachers and kids are doing distance learning from home. Restaurants are offering curbside pickup and delivery only. I have heard stories of personal […]

Catch-Up Contributions

February 14, 2020

As you get nearer to retirement age, you might look back on the financial decisions you made in your younger years and wonder what you were thinking. Knowing what you know now about how savings grow over time, you might be wishing that you contributed more to your 401(k) or similar plan or that you […]

It’s Time to Plan Your 2020 Tax Moves!

November 22, 2019

Written by Rick Huff If you are at least age 70 1/2 and you have an IRA, you can REDUCE YOUR TAXES by making charitable contributions directly from your IRA. As Halloween passes in the rearview mirror, college basketball is starting, cooler weather is driving us to warmer clothing, and we’re getting ready […]

What the SECURE Act Could Mean for Your Retirement

August 29, 2019

Written by Brian Devers “Secure” is one of those words that is thought of as very favorable by the general public. Recently, the House of Representatives passed the SECURE Act (Setting Every Community Up for Retirement Enhancement). This act is currently in the hands of the Senate for revisions and approval. We won’t get into the shenanigans of politicians, but the name of the act itself […]

Planning to Pay for College?

July 9, 2019

Written by Stacie Rhodes Originally published in Lynchburg Business Magazine. 5 THINGS YOU MAY REGRET NOT DOING Recent CBS reports have highlighted that America’s college loan crisis continues to build as student debt has surpassed $1.5 trillion dollars. While the number of loan applications has decreased by 20 percent, total student debt has increased by […]

AREVA Pension Plan Transfer – What’s Best for You?

April 18, 2019

If you are a former employee of AREVA Inc., or a current employee of Framatome, you may have a decision to make concerning your existing pension accumulation – whether to take a lump sum payment, a monthly benefit payment, or a deferred benefit payment provided by an insurance company under the same plan provisions. Those […]

Welcome Jaymee Wagner

March 5, 2019

Our team is growing again! Jaymee Wagner is the new friendly face behind the front desk. Some of you may have already heard her welcoming voice on the phone. (Don’t worry, Melanie didn’t move too far… Just to the other side of the office with the rest of the team.) Jaymee graduated from Liberty University […]

HSC’s Standard of Care: Asset Allocation Strategy

December 27, 2018

Written by Justin Victor There are five components that make up our philosophy of strategic asset allocation, i.e., the appropriate mix of equity (stock) funds and fixed income (bond) funds in your portfolio. They include your risk tolerance, time horizon, spending, legal form and uniqueness. We use MoneyGuideProTM to analyze each component before recommending an […]

Education Improvement Scholarship Tax Credits

July 30, 2018

Written by Rick Huff Most of us are aware there are obscure, little-known tax provisions that we’re probably not taking advantage of. Some of us even wish we knew more about various tax intricacies so we could keep more of our dollars from going to our friends at the federal and state treasuries. There is […]

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Strong in the Storm

COVID-19 Government & Tax Updates

Catch-Up Contributions

It’s Time to Plan Your 2020 Tax Moves!

What the SECURE Act Could Mean for Your Retirement

Planning to Pay for College?

AREVA Pension Plan Transfer – What’s Best for You?

Welcome Jaymee Wagner

HSC’s Standard of Care: Asset Allocation Strategy

Education Improvement Scholarship Tax Credits

SIGN UP FOR UPDATES

SEARCH THE BLOG

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