Hartman Investment Group

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Pension or Lump Sum: Which Should You Choose?

Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out.
Company Stock and Your Retirement Strategy

This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
A Map for Your Family

A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
A Steady Strategy

Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.