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The Hidden Benefits of Professional Tax Services

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The Hidden Benefits of Professional Tax Services

When most people think about taxes they focus on filing requirements and looming deadlines But working with professional tax services offers more than just year-end compliance it can play a... Read More >

The Role of a Fiduciary Financial Advisor in Your Wealth Management

Are you trying to get your financial situation squared away Wondering how much you should be putting in an emergency fund and how much you should be investing to provide... Read More >

A Crash Course in Treasury Securities

Ever wondered what treasury securities are What about the difference between a treasury note a treasury bond and a treasury bill Let s uncover what these securities are so that... Read More >

The History and the Future of Money

We ve come a long way from trading pelts and seashells as currency and there have been many changes to how we produce and use currency between then and now... Read More >

3 Major Retirement Expenses to Include in Your Budget

General retirement planning advice says that you ll need about of your pre-retirement income in retirement but this may not be the case for everyone Inflation taxes and long-term care... Read More >

Three Birthday Milestones That Could Change Your Tax Situation

When we think of milestone birthdays we often think of ones that are already behind us like and But there are plenty of important birthdays ahead of you especially as... Read More >

Estimating Your Tax Burden in Retirement

Taxes could be one of your biggest expenses in retirement But once you have an estimate for your tax burden in retirement you can consider ways to minimize it The... Read More >

Upcoming Events

TAX STRATEGIES FOR THE HIGHER NET WORTH WEBINAR

May 9th & 16th - Webinar

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EDUCATIONAL SEMINAR – TAXES, INFLATION, INVESTMENTS, RETIREMENT INCOME, WILLS & TRUSTS

May 13th & 14th, 2025 - Mishawaka, IN

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HILLTOP ANNUAL SBCC CLIENT GOLF OUTING

June 9th - South Bend, IN

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HILLTOP ANNUAL SOUTH BEND CUBS BASEBALL OUTING

September 4th - South Bend, IN

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