Your Financial Future
At Hampton Square Wealth Management, we have the client—and only the client—in mind.
Every client has a different story – and we would like to be part of that story to help you understand where you currently are on your financial path and to help set expectations of how to pursue your desired lifestyle and legacy.
When seeking a financial advisor, you may want to ask the question, “Why?”
Why do we do what we do? At Hampton Square Wealth Management, our Why motivates us to seek to provide excellence in every aspect of our practice. Our Why is what we believe takes us to a different level than other advisors because we focus on our client’s goal of contentment and a life well spent in enrichment, not just prosperity measured by others. Our clients set their own standards of success.
Most advisors can easily provide the How and What, the tools and systems of our industry. But it is our Why that sets us apart - to help clients find confidence and a more richly blessed well-contented life through financial planning based on biblical wisdom. We believe that when clients find contentment with their financial lives, they are freed to live a richer and more rewarding life and have the ability to be more generous to have a positive effect on the world around us.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Life insurance proceeds are generally tax-free. But not in all cases.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Four vacation destinations you might never have thought of.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The decision whether to buy or rent a home may have long-term implications.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
What is your plan for health care during retirement?
Do you have causes that you want to support with donations? Here are three tips.
Understanding the cycle of investing may help you avoid easy pitfalls.
What are your options for investing in emerging markets?