Ready to see what's possible

Navigating Economic Uncertainty: Tips for Business Owners

Hilltop mountain graphic

Navigating Economic Uncertainty: Tips for Business Owners

Economic uncertainty is a constant challenge for business owners Whether caused by fluctuating markets geopolitical events or unexpected global shifts unpredictability can disrupt even the most stable operations However businesses... Read More >

December Financial Quiz

Implementing New Year s Resolutions Millions of people make New Year s resolutions every year hoping to spark positive change In addition to a more active approach to health and... Read More >

A 30-Year High in Inflation Creates New Challenges

A -Year High in Inflation Creates New Challenges For much of the year we have listened to the Fed saying that the surge in inflation is transitory But inflation across... Read More >

Holiday Holdup: Can Supply Chain Problems Be Solved?

Holiday Holdup Can We Solve Our Supply Chain Problems The disruptions to the global supply chain hold lessons for both companies and consumers say Wharton professors Santiago Gallino and Barbara... Read More >

Cybersecurity Knowledge

Newsletter Cybersecurity Trivia October is Cybersecurity Awareness Month and comes as part of a national effort to raise awareness on the importance of developing smart cybersecurity practices and safe online... Read More >

Cybersecurity Awareness Month

Cybersecurity Awareness Month Tips to Protect Yourself Online Everyone plays a part in creating a safe digital environment and the National Cybersecurity Awareness Month a collaborative effort of government and... Read More >

Hilltop Tax Acquires William R. Hanna, CPA, PC

Hilltop Tax is Growing Hilltop Tax is pleased to announce it recently acquired William R Hanna CPA PC a long-time South Bend-based public accounting firm serving businesses and individual clients... Read More >

Charitable Giving in 2021: Extension of Benefits Under the CARES Act

Smart Advice Simply Clearly CHARITABLE GIVING IN EXTENSION OF BENEFITS UNDER THE CARES ACT Due to the pandemic charity donations are needed more than ever And with charitable tax deductions... Read More >

Hilltop Wealth Helps Prepare You for Medical Expenses in Retirement

Medicare Won t Cover All Your Retirement Health Care Expenses Once you hit age most Americans are eligible for Medicare which can take care of most of your medical expenses... Read More >

A Look Back at Markets in Q2

Smart Advice Simply Clearly A LOOK BACK AT MARKETS IN Q The nd quarter was strong for U S equities The S amp P reached a new all-time high in... Read More >

VITAL INFORMATION ON TAXES, INFLATION, INVESTMENTS, RETIREMENT INCOME, WILLS & TRUSTS – Mishawaka, IN

February 18th & 19th - Mishawaka, IN

VITAL INFORMATION ON TAXES, INFLATION, INVESTMENTS, RETIREMENT INCOME, WILLS & TRUSTS – Valpo, IN

February 25th & 27th - Valpo, IN

HOW TO AVOID COSTLY FINANCIAL MISTAKES AND SURVIVE DURING RETIREMENT

March 3rd, 10th, & 12th - Fort Myers, FL

Simplify your life with a wealth & tax team that connects you to what matters most.

Start the conversation