Hallmark Wealth Planning

06/17/2026

According to multiple studies, tax planning is among the top services clients want, yet also one of the top knowledge gaps for financial professionals. The Tax Planning Certified Professional® (TPCP®) Program is here to address this need as the only tax planning certification program of its kind, focused exclusively on analyzing a client’s holistic financial situation to help achieve their goals while reducing their tax liability. Through the TPCP® curriculum, you’ll connect financial planning concepts with tax consequences and meet a growing need while supplementing your practice with powerful, applied knowledge.

Founded in 1927 by financial services education pioneer Dr. Solomon Huebner, The American College of Financial Services stands strong as the standard-bearer for academic quality. The College’s faculty includes the nation's top thought leaders in financial services practice and management, offering expertise that is sought by companies, policymakers, and students across the United States and abroad. The College’s mission is to uplift the profession by providing applied financial knowledge and education, promoting lifelong learning, and advocating for ethical standards for the benefit of society.

06/17/2026

Bringing in some extra income is an excellent way to pad your savings and put more in retirement. Learn how to use your current home to make more cash right here.

Your home is likely your greatest financial asset, and also your biggest expense. Defray the cost by turning your home into an income stream.

06/16/2026

Can you use plants to feng shui your way to better finances? According to some, you better be-leaf it! (Sorry, we had to.)

We're often asked about feng shui money plants. What, why, how? You're in the right place! Read on to learn more about these so-called feng shui money plants.

06/15/2026

Paying too much for car insurance can really add up! Here are four signs you are overpaying, so you can do something about it today.
https://www.fool.com/the-ascent/insurance/auto/articles/4-signs-youre-overpaying-for-auto-insurance

06/14/2026

We've been there. We buy a new car when used would have been fine. We overreach at the holidays, then spend the first few months of the new year in debt. Check out this article to recognize, and avoid, making similar common mistakes.
https://www.investopedia.com/personal-finance/most-common-financial-mistakes/

06/13/2026

Do you pay for 12 streaming services? Have a gym membership you've used once? Eat out three times a week? These are BUDGET BUSTERS, and cutting some of them out could mean big things for your finances. Find out how here.
https://money.usnews.com/money/personal-finance/saving-and-budgeting/slideshows/10-expenses-destroying-your-budget

06/12/2026

Financially savvy people all have one thing in common. Here's what it is ... and how you can get it.

Budgets track finances and help control spending. Learn the types of budgets, how to start budgeting, and how to stick to a budget.

06/11/2026

Do you have more bad debt than you would like? Are credit card payments keeping you from saving more for your dreams and financial goals? Bad spending habits could be the problem. Here's how to recognize and control them.
https://credit.org/blog/how-to-control-bad-spending-habits/

06/10/2026

Credit cards. Car payments. Mortgages. Bringing these costs down can help you curb debt—and reach your retirement goals more easily—but is there more you could be doing? Check out these steps to move closer to a debt-free life.

Learn to be debt-free from people who worked hard to get there, then posted about it.

06/09/2026

Making purchases on credit cards? That's easy! Paying off those purchases? That's hard. Consider these creative ways to get it done faster.

It’s easy to get carried away charging purchases. Here are the best ways to pay off credit card debt you might not have considered.