News & Events

Live events, monthly market insights, and practical articles—updated regularly.

Upcoming Events

South Bend Cubs Client Appreciation Event | South Bend, IN | September 2026

Retirement Dinner Series | Merrillville, IN | September 2026

Retirement Dinner Series | Mishawaka, IN | September 2026

Retirement Dinner Series | Mishawaka, IN | May 2026

Client Appreciation Golf Outing | South Bend, IN | June 2026

CATEGORIES

Couple reviewing retirement plan with advisor showing financial planning and income strategy for retirement

Understanding the Need for Financial Planning as You Approach Retirement

As retirement draws closer, many people begin to think differently about their…

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April 29, 2026
2026-USA-Today-Recognition

Hilltop Wealth & Tax Solutions Named to USA TODAY’s Best Financial Advisory Firms 2026 List for Second Consecutive Year

Mishawaka, IN — April 2026 — Hilltop Wealth & Tax Solutions, a…

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April 24, 2026

Featured Podcast: How Advisors Can Beat the Biggest Retirement Risk

In this episode, Erik Brenner, CFP® and President & CEO of Hilltop…

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April 22, 2026

Featured Podcast: The Hidden Risk in Retirement

In this episode, Hilltop Wealth & Tax Solutions Founder and CEO Erik…

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April 22, 2026
Financial advisor explaining integrated wealth management strategy including planning, investing, and tax coordination

Exploring the Benefits of Integrated Wealth Management

When it comes to your money, it is easy to feel like…

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April 7, 2026
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Investment Committee Meeting Highlights – April 2026

MARKET OVERVIEW March has been one of the most turbulent months for…

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April 7, 2026
Integrated financial advisor discussing tax planning and wealth strategy with a high-earning professional.

Why High Earners Benefit from an Integrated Financial Advisor

If you are earning well into six figures or more, your financial…

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March 31, 2026
Business owner meeting with fiduciary financial advisor to discuss retirement, tax strategy, and long-term planning.

The Importance of Fiduciary Financial Advice for Business Owners

Running a company takes grit, focus, and long hours. You are making…

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March 24, 2026

Featured Podcast: From AUM to Everything: The New Model Winning Clients

In this episode, Hilltop Wealth & Tax Solutions Founder and CEO Erik…

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March 23, 2026

Featured Podcast: The Family Office Model for Dentists and Physicians

In this episode, Hilltop Wealth & Tax Solutions Founder and CEO Erik…

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March 23, 2026
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Investment Committee Meeting Highlights – March 2026

MARKET OVERVIEW U.S. equities spent much of the past two weeks caught…

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March 6, 2026
Professional accountant analyzing bookkeeping data to reduce in-house bookkeeping costs

The Hidden Costs of In-House Bookkeeping: Why Outsourcing May Be a Smarter Move

For many business owners, handling the books internally feels like the practical…

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February 17, 2026
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Investment Committee Meeting Highlights – February 2026

MARKET UPDATE U.S. equity markets delivered a mixed but generally positive performance…

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February 12, 2026
Business owner reviewing organized financial reports to gain clarity and control over business finances

How to Achieve Clarity and Control in Your Business Finances

Running a business often feels like juggling ten priorities at once. Sales,…

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February 4, 2026
Advisor from Hilltop Wealth & Tax Solutions discussing financial planning strategies with a small business owner

The Essential Role of Financial Planning in Business Success

Running a business involves far more than delivering a product or service….

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January 21, 2026
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Exploring the Hidden Benefits of Proactive Tax Planning

Taxes are often viewed as a once-a-year obligation. It’s simply something to…

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January 14, 2026
Podcast Website Featured Image - Why You Need a Personal CFO

Featured Podcast: Why You Need a Personal CFO to Build Wealth and Navigate Taxes

In this compelling episode of The Profit Minds Podcast, host Dr. Steven…

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January 13, 2026
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Investment Committee Meeting Highlights – January 2026

MARKET UPDATE Markets finished the year with a familiar mix of resilience…

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January 9, 2026

Featured Podcast: Exit Planning Strategies for Group Practice Owners

Erik Brenner, CEO of Hilltop, was recently featured on the podcast Your…

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January 5, 2026

Featured Podcast: Tax-Smart Wealth Strategies Lawyers Need Now

In this episode, Hilltop Wealth & Tax Solutions Founder and CEO Erik…

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January 5, 2026