Guides & Videos
Is a Roth Conversion Worth Considering Before Retirement?
You may have heard that a Roth conversion can be a smart retirement planning strategy. In some cases, that may
Is Your Portfolio Creating a Bigger Tax Bill?
Most investors pay close attention to portfolio performance. They review account balances. They monitor market movement. They ask whether their
2025 Market Recap & 2026 Outlook | What It Means for Your Financial Plan
What happened in the markets in 2025 — and what could 2026 mean for your financial plan? In this educational
New Rules, New Opportunity: Leveraging Updated Solar Credits for Wealth Preservation
The tax landscape continues to evolve, and with recent updates to the solar investment tax credit, now is the time to
Estate Planning Essentials: Safeguard Your Wealth, Protect Your Legacy
Are your estate documents protecting your family—or just sitting in a drawer? In this 30-minute educational webinar, Erik Brenner breaks
Tax-Free for Life: Converting Your Traditional IRA to a Roth Using a Real Estate Strategy
This on-demand webinar features Erik Brenner, CFP®, and guest speaker Joseph Martinez, offering an easy-to-understand overview of how Roth conversions
Is a Roth Conversion Worth Considering Before Retirement?
You may have heard that a Roth conversion can be a smart retirement planning strategy. In some cases, that may
Is Your Portfolio Creating a Bigger Tax Bill?
Most investors pay close attention to portfolio performance. They review account balances. They monitor market movement. They ask whether their
9 Money Mistakes Doctors Make
Physicians face unique financial pressures. In 9 Money Mistakes Doctors Make, Vicki Rackner shares real-world pitfalls and practical fixes across
The Personal CFO Revolution
In today’s complex financial landscape, your parents’ retirement strategy simply won’t work. The skills that got you to retirement aren’t
Financial Strategies for Physicians
Physicians face unique financial challenges, from managing student debt to planning for retirement while navigating a demanding career. This guide
Retirement Readiness
Our ‘Retirement Readiness’ guide highlights five signs of inadequate preparation, such as lacking a plan, insufficient savings, and high debt.
2025 Market Recap & 2026 Outlook | What It Means for Your Financial Plan
What happened in the markets in 2025 — and what could 2026 mean for your financial plan? In this educational
New Rules, New Opportunity: Leveraging Updated Solar Credits for Wealth Preservation
The tax landscape continues to evolve, and with recent updates to the solar investment tax credit, now is the time to
Estate Planning Essentials: Safeguard Your Wealth, Protect Your Legacy
Are your estate documents protecting your family—or just sitting in a drawer? In this 30-minute educational webinar, Erik Brenner breaks
Tax-Free for Life: Converting Your Traditional IRA to a Roth Using a Real Estate Strategy
This on-demand webinar features Erik Brenner, CFP®, and guest speaker Joseph Martinez, offering an easy-to-understand overview of how Roth conversions
Unlocking Solar Tax Credits: A Private Wealth Strategy You Should Know – Series 2/2
Explore a powerful, lesser-known tax strategy with host Erik Brenner and a special guest from Inception Financial. In this session,
Tax Strategies for the Higher Net Worth Investors – Series 1/2
Join Erik Brenner, CFP®, and Founder of Hilltop Wealth & Tax Solutions, for a strategic session on tax mitigation techniques