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HFG Trust

SECURE Act 2.0: Updates To Retirement Savings for 2024

Tyler Pearson, Wealth Planner at HFG Trust and a member of the 401k team

The SECURE Act 2.0 was signed into law on December 29th, 2022, and the legislation is introducing updates and changes affecting employer-sponsored retirement plans, many of which becoming effective in 2024. These amendments aim to enhance retirement savings opportunities for American workers and offer employers more flexibility in providing retirement benefits. The SECURE Act 2.0 […]

Trust Services: Planning a Successful Estate Sale

The author, Mike Tallman, Financial Advisor at HFG Trust.

Senior Trust Officer Mike Tallman, CFP®, CTFA and Trust Administrator Jenny Hubbard visited the site of a recent estate sale to explain how our team inventories, distributes, and disposes of belongings left behind once someone passes.

Investing in the Next Generation

William Wang Managing Director for HFG Trust

Remember to offer others the same courtesy you were given as you transformed into the leader you are today. Invest in their development wholeheartedly and be courageously vulnerable with them. If we improve marginally each day, there is no doubt in my mind our community will be in great hands for generations to come, and our Just Cause intact for someone else to push forward.

2019 Business on a Roll Award

William Wang Managing Director for HFG Trust

What has driven our intensity to work and serve has been our mission and cause; and that passion is not limited to our CEO and executive management. It permeates through our entire organization and everyone that serves as part of the “whole.”

Why Open a “my Social Security” Account Online?

The best way for workers to regularly obtain and review their benefit information now is to sign up online through the Social Security Administration directly. Annual updates to your benefit estimates are available for your review approximately three months prior to your birth date.