Hammond Iles Wealth Advisors

Hammond Iles Wealth Advisors Our caring financial coaches will guide you to discover your unique purpose and passion, then plan and invest to live a life you love.

Hammond Iles helps you plan, invest, and align your finances with what matters most so you can live with clarity, confidence, and purpose now and into the future. CLEAR PATHS TO PURPOSEFUL LIVING

As an investing and life coaching firm, we're committed to educating investors to inspire new possibilities for your future, protect you from unwise choices, and empower you to realize your financial potential.

10/10/2026

Does your child already have a Trump Account waiting to be activated?

Beginning October 1, 2026, the U.S. Treasury's automatic enrollment process is designed to make getting started with Trump Accounts easier for eligible children.

In this video, Greg Hammond, CFP®, CPA, explains what parents need to know about automatic enrollment, claiming and activating a Trump Account, and eligibility for the $1,000 federal contribution.

You'll also learn who can contribute to a child's Trump Account, including parents, grandparents, family members, friends, and even employers.

The key takeaway? Opening an account is just the beginning. Understanding how to fund it and take advantage of long-term compounding could help build a stronger financial foundation for your child.

09/25/2026

What if your child could get a $1,000 head start on investing?

Trump Accounts are a new type of IRA created for children, with special contribution and investment rules. For eligible children born from 2025 through 2028, the federal government will contribute $1,000 to help get the account started.

In this , Greg Hammond, CFP®, CPA explains the basics of Trump Accounts, who can contribute, and why starting early can make such a difference over the long run.

Trump Accounts are new, and there’s a lot more to know. Subscribe to Hammond Iles for more tips on how they work.

09/18/2026

Greg Hammond, CFP®, CPA shares three costly mistakes beneficiaries should watch for when inheriting a Traditional IRA, including taking a lump-sum distribution, misunderstanding the 10-year rule and required distributions, and incorrectly combining an inherited IRA with a personal IRA.

Inherited IRA rules can be complicated, and the right distribution strategy may depend on your individual circumstances. Understanding the rules before taking money out can help you make more informed tax and financial planning decisions.

Follow Hammond Iles Wealth Advisors for more tips on retirement, taxes, investing, and financial planning.

09/12/2026

Do you take the standard deduction and give to charity? Beginning in 2026, you may be able to deduct up to $1,000 in qualifying charitable contributions, or up to $2,000 for married couples filing jointly, even if you don’t itemize your deductions.

Greg Hammond, CFP®, CPA shares what you need to know about this new charitable tax deduction, including what qualifies as a cash contribution and what records you should keep.

Cash contributions can include donations made by check, credit or debit card, electronic funds transfer, or online payment services. And remember, for any single contribution of $250 or more, you’ll need a written acknowledgment from the qualified charitable organization to claim the deduction.

If charitable giving is already part of your financial plan, this new tax provision could provide an additional tax benefit starting in 2026.

Today, we remember those who lost their lives on September 11th, honor the first responders and heroes who served, and r...
09/11/2026

Today, we remember those who lost their lives on September 11th, honor the first responders and heroes who served, and recognize the strength and resilience of those who carried on.

We will never forget.

09/05/2026

Thinking about borrowing from your 401(k)? A 401(k) loan can provide quick access to cash, but it can also have consequences for your paycheck, taxes, and long-term retirement savings.

In this video, Greg Hammond, CFP®, CPA shares 4 potential advantages and 4 potential downsides of taking a 401(k) loan, including how repayment works, what happens to the money you borrow, and what you should consider if you leave your job with a loan outstanding.

Before borrowing from your retirement savings, understand the rules, compare your options, and consider what borrowing today could mean for your retirement tomorrow.

08/28/2026

Can you trust the financial advice you see on social media?

YouTube, Instagram, TikTok, podcasts, and other online platforms are filled with people sharing opinions about stocks, investing, and the markets. Some may have thousands of followers or millions of views, but popularity doesn’t necessarily tell you anything about their qualifications.

In this , Greg Hammond, CFP®, CPA shares a few simple ways to check the background of someone offering financial advice online, including FINRA BrokerCheck and the SEC’s Investment Adviser Public Disclosure database.

There’s nothing wrong with hearing different perspectives. But before acting on investment advice, take a minute to understand who’s giving it.

Followers aren’t credentials. Views aren’t qualifications. And confidence isn’t expertise.

08/22/2026

Can AI really help you pick stocks that beat the market?

The numbers suggest investors should be skeptical. A recent Wall Street Journal report found that only 27% of actively managed large-cap funds outperformed their benchmarks over the past year, and just 13% did so over the past 10 years.

Greg Hammond, CFP®, CPA explains why even sophisticated technology and professional investment management haven't made consistently picking winning stocks easy, and why AI may be better used as a research tool than as a crystal ball for your portfolio.

The takeaway: Rather than trying to predict the next winning stock, a broadly diversified investment strategy can help you participate in the market without depending on getting individual stock picks right.

08/14/2026

Could your 401(k) be taking more risk than you intended?

Over time, some investments grow faster than others, which can cause your 401(k) to drift away from the investment mix you originally selected.

In this , Greg Hammond, CFP®, CPA explains how automatic rebalancing can periodically bring your 401(k) back to your target allocation, helping you maintain your intended diversification and level of risk without having to remember to do it yourself.

The catch? Your 401(k) may offer automatic rebalancing, but you may need to turn it on.

Take a few minutes to check your 401(k) and see if this feature is available and being used.

08/08/2026

Can you predict the perfect time to buy a stock after it falls?

Most investors would love to, but the reality is that no one can consistently identify the bottom of the market.

In this week's , Greg Hammond, CFP®, CPA, explains why trying to time individual stocks is so difficult and why a diversified, broad market investment approach can help reduce the risk of relying on a single company. Learn why long-term investing has historically been a more reliable strategy than trying to guess the next winning stock.

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100 Great Meadow Road, Suite 701
Wethersfield, CT
06109

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Thursday 9am - 5pm
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