Hightower Bethesda

09/30/2026

A couple in their 40s. Two successful careers. No children.

They've built a great lifestyle, travel regularly, and have more financial flexibility than many of their peers. But when we started talking about their future, they realized they were missing something: A plan. Without the traditional goals of saving for college or supporting children, they weren't sure how to define success, prioritize their money, or think about their long-term legacy. That's becoming increasingly common. As the number of DINK (Dual-Income, No Kids) households continues to grow, so does the need for a different kind of financial planning conversation.

Here's what these couples should be thinking about now. Read.. https://hubs.la/Q04y4jr00

09/15/2026

The biggest college planning mistake? Waiting.
College costs have climbed for years, yet many families don't start planning until high school.

3 quick reminders:
• Save early. Time is one of your greatest advantages.
• Balance college funding with retirement planning.
• Scholarships, academics, and financial aid preparation matter as much as savings.

The best time to start planning may be earlier than you think.
Our latest guide outlines what parents should focus on at every stage, from elementary school through high school.

Read the full guide:https://hubs.la/Q04x8MyS0

08/31/2026

🎓 Think 529 plans are only for college savings? Think again.
Recent updates have made 529 plans more flexible than ever, including expanded qualified expenses and the ability to roll eligible unused funds into a beneficiary's Roth IRA, subject to IRS rules and limits.
Learn how these changes could help support both education and retirement goals in our latest blog. Read more
https://hubs.la/Q04vnpz-0

08/17/2026

We are proud to celebrate Morgan Sarraf for earning the Forbes Best-in-State Wealth Advisors 2026 recognition.

This well-deserved honor reflects Morgan's dedication to her clients, commitment to excellence, and passion for helping individuals and families work toward their financial goals. Her hard work, expertise, and client-first approach continue to make a meaningful impact every day.

Please join us in congratulating Morgan on this outstanding achievement!

Hightower Advisors announced today that 19 of its advisors have been recognized on the Forbes | SHOOK 2026 Best-in-State Next-Gen Wealth Advisors ranking. The advisors recognized on this year’s list represent Hightower advisory practices across the country and were selected through a rigorous eval...

08/14/2026

Your wealth isn’t just protected by investment strategies anymore. As cybercriminals shift their focus from institutions to individuals, simple habits like verifying requests and enabling multi-factor authentication can help safeguard your financial future. Read more: https://hubs.la/Q04rDRDJ0

07/31/2026

When the roles begin to reverse…

Many adult children find themselves helping aging parents navigate financial challenges. These conversations aren't always easy, but addressing them early can help families make more informed decisions and reduce stress down the road

Our latest blog explores how to recognize the signs, start the conversation, and support loved ones while protecting your own financial future.

👉 Read more: https://hubs.la/Q04pDlPx0

When you’re growing up, your parents are responsible for caring for you and helping you build a stable foundation for adulthood. But as you age, so do your parents, and the dynamic of who is helping whom can begin to shift. Over time, many adult children find themselves stepping into a caregiving ...

07/15/2026

A mid-year financial checkup is a great opportunity to assess your progress, revisit your goals, and make any necessary adjustments. Reviewing your spending, savings, investments, and overall plan now can help you stay aligned with your priorities and avoid surprises later in the year. Small changes today can make a meaningful impact by year-end. Read More https://hubs.la/Q04msMwb0

06/30/2026

Landing that first job isn’t as straightforward as it used to be. Slower hiring, higher expectations, and AI-driven changes are making it tougher—leading many grads to take roles outside their field just to get started. It’s not failure, it’s a different path.
What's driving underemployment and practical ways new grads can still build momentum in today’s market.
Read more . https://hubs.la/Q04mc2ZQ0

06/15/2026

Student loans are back in the spotlight—are you prepared?
With repayment changes on the horizon, many borrowers are asking the same question: Should I consolidate or refinance? Each option offers different benefits—from simplifying payments to potentially lowering your interest rate—but the right choice depends on your financial goals and need for flexibility.
Before making a move, it’s important to understand the trade-offs and how upcoming policy changes may impact your options.

Read.. https://hubs.la/Q04j-vpQ0

05/29/2026

Moving soon? Stay organized from start to finish.
Our Essential Moving Checklist breaks down every step—so you can reduce stress, stay on track, and avoid last-minute surprises.

👉 Read more: https://hubs.la/Q04hw94b0