top of page
Darlene Hartmann
Jan 4, 20234 min read
How Do Interest Rate Hikes Impact You?
It was one year ago that the target range for the federal funds rate was between 0% to 0.25%. And now we are experiencing the highest...
28 views
Darlene Hartmann
Dec 16, 20224 min read
How to Get the Best Interest Rate on Cash!
One of the first things I notice when preparing financial plans for clients are the interest rates being paid to them on their checking...
21 views
Darlene Hartmann
Nov 30, 20225 min read
Diversifying Tax Risk in Retirement
Let’s dive into the different ways you can diversity taxes in retirement, and why you want tax diversity in your retirement portfolio....
18 views
Darlene Hartmann
Nov 16, 20225 min read
What is Passive Income in Retirement?
When I meet new clients and ask how they envision their retirement, the typical response is receiving passive income in retirement. When...
21 views
Darlene Hartmann
Nov 9, 20226 min read
Are You Complicating Your Finances?
I was talking with a networking partner recently who works with wealthy clients. He noted that busy executives were interested in...
14 views
Darlene Hartmann
Nov 2, 20224 min read
What is the Probability of a Recession in 2023?
Newton’s third law states that “for every action there is an equal and opposite reaction.” From a physics standpoint, the quote means...
14 views
bottom of page