HCM Wealth Advisors & CPAs

Happy Labor Day everyone! Thank you for your tireless work. In honor of the holiday, HCM Wealth Advisors & CPAs office will be closed Monday, September 7th.

Enjoy the day off - you've earned it!

We're proud to celebrate two years since Stephanie Harper joined the HCM Client Services team. In these two years she's already brought a tremendous amount of value to the organization, and we're looking forward to all the great things she'll accomplish in the future.

Cheers!

Most people agree that planning for the end of life is important, yet far fewer take the next essential step: making sure their loved ones actually know those plans. HCM created What To Do Next: My Life & Legacy Guide for exactly this reason. The guide is a practical, compassionate tool designed to help families navigate the details that matter most during one of life's hardest moments. The Life & Legacy Guide is a complimentary resource we are offering to all of our clients. We have both printed and electronic versions and are happy to provide you with either at your request.

Planning Ahead: A Final Act Of Love For Your Family Most people agree that planning for the end of life is important, yet far fewer take the next essential step: making sure their loved ones actually know those plans.

We’re excited to welcome John Peter to the HCM Wealth Advisors team!

A Cincinnati native and Ohio State graduate, John brings a passion for financial planning and helping clients build confidence in their financial futures. Get to know John, his journey to HCM, and a few fun facts about him—including his love of golf, sports, and travel.

https://hcmwealthadvisors.com/blog/employee-spotlight-meet-john-peter

For families looking to fund future education expenses while potentially maximizing time in the market, 529 super-funding can be a powerful strategy. The 2026 limits allow a large contribution to be made, potentially providing more time for tax-deferred growth and tax-free withdrawals when used for qualified education expenses. Reach out to an HCM advisor learn whether it makes sense for your situation.

26 years ago, Casey Boland became the first advisor hired by the firm. Since then, his dedication to our clients and leadership have helped shape our growth and success. Cheers to you!

The Great Wealth Transfer is expected to pass tens of trillions of dollars from older generations to their heirs over the coming decades, making it one of the largest intergenerational wealth shifts in history. Without thoughtful estate, tax, and financial planning, families risk losing a significant portion of that wealth to taxes, probate costs, and unintended consequences.



https://hcmwealthadvisors.com/blog/understanding-the-great-wealth-transfer