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Blog

Edward Heller | Nov 14, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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Edward Heller | Nov 11, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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Edward Heller | Nov 7, 2024

Avantax Market Update – November 2024

Finance
Education
Investments
Risk Management
In this month’s market update video, Austin Schaul, CFA®, Investment Research Principal at Avantax recaps returns for October and then shifts to discussion
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Edward Heller | Nov 4, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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Edward Heller | Oct 31, 2024

Avantax Market Update – July 2024

Finance
Education
Risk Management
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for June and then shifts to discussion around
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Edward Heller | Oct 28, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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Edward Heller | Oct 24, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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Edward Heller | Oct 21, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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Edward Heller | Oct 17, 2024

Avantax Market Update – August 2024

Finance
Education
Risk Management
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for July and then shifts to discussion around the
Read More
Edward Heller | Oct 14, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
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Edward Heller | Oct 10, 2024

Avantax Market Update – October 2024

Education
Finance
Risk Management
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for September and then shifts to discussion around
Read More
Edward Heller | Oct 7, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than it

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HF Financial Group

925 Westchester Avenue,
White Plains, NY 10604

  • P | 914-422-3344
  • F | 914-422-5746
  • E | edward@hfcpas.com
  • E | carmine@hfcpas.com
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