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DEC 5: Estate Planning with Curtis Kaiser
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Build & Grow
Distribute & Deploy
Transition
Our Team
Industry Recognition
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Financial Services
LifePhase Investing®
Investment Services
Financial Planning
Retirement Planning
Estate Planning
Wealth Management
News & Guidance
Locations
Long Beach
San Diego
Costa Mesa
Boulder
Denver
Bellevue
Eugene
Scottsdale
Houston
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News & Guidance
Financial Planning News
HH In The News
Ahead of Trump 2.0, Advisors Dig into Policy
HH In The News
A Guide for Building a Strong Mentorship Program
HH In The News
The secret to a successful firm? Invest in company culture
Financial Planning News
A key change to 529 plans this year is already triggering parents to save more for college
Community Involvement
Our Chairman’s Work with Stanford Center on Longevity
Community Involvement
HH is proud to be part of the Net Positive Consortium
HH Advisor Insights
The Tax Cuts & Jobs Act Will Sunset in 2025: What Impact to Expect If Legislators Don’t Act to Save It
HH In The News
Seven Financial Mistakes to Avoid in Divorce
HH In The News
The 9.5% CD is still available — and 9 more highest-APY CDs for October 2024
HH In The News
S&P rally could hit 6,000, but Goldman warns big gains era is over
HH Advisor Insights
What Is Net Worth? And How Can I Calculate It?
HH Advisor Insights
Are 401(k)s Good or Bad? Why Many Workers Struggle to Save for Retirement
HH Advisor Insights
The Corporate Transparency Act: What It Is—and How to Determine if It Impacts You
HH In The News
Take the Win: Rebalance Your Portfolio Before Markets Get Bumpy
HH In The News
Live updates at wealth management’s first AI conference
HH Advisor Insights
Medicare – What is It and How does it work?
Financial Planning News
How to Make a Holiday Budget—and Avoid Overspending
Financial Planning News
End-of-Year Financial Checklist: Eight Important Tasks
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