Are you trading or investing? Dive into my latest video to find out the difference between trading and investing and which method works best for you.

Today I want to examine the rise of AI fraud and outline why improved verification steps, underpinned by robust cybersecurity practices, are essential to safeguard individuals and financial institutions. https://t.co/YhvqkeWkB9

Life moves fast, and it’s easy to make financial decisions that can affect your long-term goals. Read here to discover 4 common investing mistakes to watch for. https://t.co/nAMXJwEIP3

Happy Thanksgiving! Today, we’re grateful for good food, great company, and all the little things that make life special. Wishing you a day filled with love (and pie).

“If you don’t know where you are going, you’ll end up someplace else.” -Yogi Berra Everyone needs a comprehensive financial plan to map their future, and our team is here to help. https://t.co/0N9AE1sWl2

Why wait to leave a legacy? If you’re a parent looking to support your children while you can be part of the process, this article covers 5 accelerated inheritance strategies that may help you align giving with your broader financial plan. https://t.co/9qufOoxB5w

While automatic contributions are easy to set up and can be an absolute game changer in your financial routine, maxing out your 401(k) might not be the best option for you. Take a look at a few reasons why. https://t.co/ctm6e7jm7b

Not all financial advisors are the same. Watch this video to see why having a fiduciary CFP® on your side can make all the difference.

Many people don’t spend a lot time thinking about the future. Yet when it comes to allocating your assets and other valuable resources, having a plan matters. 👉 Here are key points to consider when putting together a comprehensive estate plan. https://t.co/vs4anA2ra5

Portfolio management isn’t a set-it-and-forget-it task. Partnering with an advisor ensures your investments are actively monitored, adjusted, and aligned with your long-term objectives. Rebalance before year-end to start 2026 with confidence. https://t.co/2SWQu1Ll8J

Without proper planning, what may initially feel like an exciting new chapter can quickly become a financial nightmare. However, that doesn’t have to be your reality. We can help make sure you have everything you need to turn your vision into your reality.

Today, we honor the brave men and women who have served in our armed forces. Your sacrifices and dedication inspire us all. Thank you for your service. #VeteransDay

Level term life insurance remains a popular choice for clients seeking affordable, predictable coverage during their peak earning years. Read here to learn how level term life insurance can fit into your strategy. https://t.co/0eAgTJ2OJM

Keeping some cash on hand is smart, but too much can limit your growth potential. Learn how to put your extra funds to work and make your money work harder for you. https://t.co/mT1dHlRSYF

Planning to retire after college-aged kids are independent? Or considering a step-down job or second career? We help clients craft a financial plan that balances lifestyle goals with realistic income projections. ✉️ scott@hamiltonfinancialplanning.com https://t.co/WwdFRAUTyC

Not sure which Medicare plan is right for you? See how Hamilton Financial Planning can guide you to the best choice for your needs. https://t.co/3VwY8oEzz3

Now is the perfect time to tie up loose ends and prepare for the year ahead. One area you don’t want to overlook is your taxes. Make the most of your financial planning with these year-end tax strategies. https://t.co/dNlz9X4nYM

Happy Halloween! 🎃 Don’t let your finances give you a fright—stay on track and avoid spooky surprises. Wishing you a day full of treats (and maybe just a few tricks)!

Worried about taxes impacting your retirement savings? A backdoor Roth IRA could be a way to grow your wealth tax-free. Discover how this strategy works and whether it could fit into your financial plan. https://t.co/1ICut8CvLq

Have questions about working with a financial advisor? We've got answers! Check out our webpage to learn more about what we do and how we can help you plan for the future. https://t.co/0N9AE1sWl2

At Hamilton Financial Planning, we know that planning for widowhood is a sensitive yet important step. Preparing now can help reduce financial stress in the future. Here are some key questions to consider as you begin this process. https://t.co/yVCUwMmoWW