News & Events

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

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Retirement Dinner Series | Mishawaka, IN | May 2026

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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
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The Hilltop Difference: What Sets Us Apart in Wealth Management

Financial planning should feel clear, coordinated, and purposeful, not overwhelming. At Hilltop…

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December 17, 2025
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FAQs: How Hilltop Wealth Solutions Can Address Your Unique Financial Needs

If you’re a busy professional in the field of medicine, you likely…

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December 17, 2025
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Investment Committee Meeting Highlights – December 2025

MARKET UPDATE Investors spent the second half of November digesting aflood of…

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December 11, 2025

Featured Podcast: Personal CFO Strategies for High-Net-Worth Planning

In this episode, high-net-worth individuals, business owners, and medical professionals explore the…

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November 21, 2025

Featured Podcast: Hidden Wealth Strategy the Ultra-Rich Use And You Don’t

Erik Brenner, CFP®, joined Jeffrey Feldberg on The Deep Wealth Podcast for…

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November 21, 2025
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How Hilltop Tax Services Supports Your Long-Term Financial Plan

We’ll lay it on the line. Your tax strategy plays a much…

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November 20, 2025

Featured Podcast: Retirement Income

Erik Brenner, CFP®, joined host George Grombacher on The Aligned Money Show…

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November 17, 2025