How a Financial Advisor Helps with Estate Planning
A financial advisor estate planning expert helps you organize assets, minimize taxes, and create a plan that protects your family and honors your wishes.
Retirement Planning Insights
Explore retirement planning insights from Hoxton Planning & Management, including articles on taxes, estate planning, retirement income, and advisor questions. Browse the library below to find educational perspectives that can help you think through your next planning conversation.
Fiduciary vs Financial Advisor: What’s the Difference?
Understand fiduciary vs financial advisor, how each serves your interests, and what to ask before choosing someone to guide your financial future.
Episode 142 – What Is FIRE (Financial Independence, Retire Early) and Is It Actually Realistic?
The idea of retiring decades earlier than most people sounds incredibly appealing. No alarm clocks. No daily commute. No pressure to work unless you choose to. In Episode 142 of
Episode 141 – What Really Matters in Investing (and What Doesn’t)
When it comes to investing, the biggest risk most people face is not market volatility. It is distraction. In Episode 141 of The Last Paycheck, the conversation centers on cutting
Episode 140 – Should You Change Your Portfolio During a Geopolitical Crisis?
When headlines are dominated by global conflict, market volatility often follows. For retirees and those approaching retirement, these moments can feel especially unsettling. It’s natural to wonder: “Should I be
Episode 139 – When Can You Retire? Why Retirement Is Really a Cash Flow Problem
Many people approach retirement planning with one simple question: “When can I retire?” For decades, the answer many people assumed was age 65. But in reality, retirement has far less
Episode 138 – What Are Bonds and Why Do They Matter in Retirement Planning?
When most people think about investing, they immediately think about stocks. The daily market headlines focus on the Dow Jones, the S&P 500, and the Nasdaq. Rarely do you hear
Episode 137 – A New Way to Save for Kids: Understanding the TRUMP Account
Insights from Last Paycheck Podcast Episode 137 Grandparents and parents ask the question all the time: What is the best way to save for my kids or grandkids? For years,
Episode 136 – The Risk of Not Taking Risk: Why Completely De-Risking Your Portfolio Can Backfire
Insights from Last Paycheck Podcast Episode 136 Periods of global uncertainty have a way of rattling even the most disciplined investors. Geopolitical tension, market volatility, and unsettling headlines often spark
Episode 135 – The Retirement Countdown: Five Things You Must Do in the Final Year Before Retirement
Insights from Last Paycheck Podcast Episode 135 When retirement is a year away, excitement and anxiety often show up at the same time. Even people who have planned diligently for
Episode 134 – Mutual Funds vs. ETFs: Understanding the Differences That Matter to Your Portfolio
Insights from Last Paycheck Podcast Episode 134 If you have invested at any point in your life, chances are you have owned a mutual fund, an exchange traded fund, or
Episode 133 – Big Brand or Independent Advisor? How to Choose
Insights from Last Paycheck Podcast Episode 133 Choosing a financial advisor is one of the most consequential financial decisions you will ever make. Yet many people start in the same