Hartwell & Company

10/06/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

10/01/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

09/29/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

09/28/2026

Life is full of changes: big and small.

While we can’t predict every change, there are some financial changes we can prepare for as life progresses.

09/24/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

09/23/2026

Planning how your money is used after you’re gone is the purpose of estate planning. Give more to people or organizations that are important to you and avoid taxes as much as possible!

09/22/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

09/17/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

09/15/2026

Three tips for giving smart from the heart.

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09/14/2026

How you use your money changes during retirement. Optimizing each area helps set you up for a successful, enjoyable retirement!