Hourglass Wealth Management

10/10/2026

Mental well-being is an essential part of overall health. We encourage open conversations and community support for mental health.

10/09/2026

Starting a business can blur the line between personal and professional finances.

Cash flow, taxes, and planning ahead matter early on. This article highlights financial areas many new business owners overlook.

Starting a business? Keep these financial implications in mind so you can prepare accordingly.

10/08/2026

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

See how rising power demand may create investment opportunities across the energy ecosystem.

10/07/2026

Financial planning is more than numbers. It's about aligning your resources with your goals and priorities. Happy World Financial Planning Day!

10/06/2026

Confidence comes from having a plan and a trusted partner by your side.

That's why we're proud to be backed by a firm that has helped clients navigate life's financial decisions for more than 130 years.

10/05/2026

College planning often starts with one key step: setting clear expectations.

Early clarity around costs, timelines, and priorities can help turn uncertainty into a more focused strategy.

This article highlights where to begin.

Together, we can create a plan that aligns with your goals—and supports what matters most to your family.

5 considerations as you set your child’s education goal

10/02/2026

Medicare Open Enrollment is underway. Now is a good time to review your coverage and evaluate the options available to you.

10/01/2026

Turn up the volume, embrace the rhythm, and tune into the universal language of music. Happy World Music Day!

10/01/2026

Behind every successful small business is a story of courage, perseverance, and passion. Here's to the women entrepreneurs making a difference every day. Happy National Women’s Small Business Month!

09/30/2026

Money is one of the most common stress points for couples.

Clear communication, shared goals, and agreed‑upon systems can help. This article offers practical tips for managing finances together with confidence.

Marriage is an exciting life event—and one of the most significant family and estate financial milestones.