Hallmark Wealth Planning

05/28/2026

Education funding is an important component of a financial plan. In this episode, we break down one of the most popular methods to save for college: 529 accounts. Click here to listen

05/28/2026

"In the so-called “Wild West” space of social media financial influencers (or “finfluencers”), FINRA regulators warned that investors in the self-directed market are particularly at risk of fraud and poor advice." So begins a recent...

"In the so-called “Wild West” space of social media financial influencers (or “finfluencers”), FINRA regulators warned that investors in the self-directed market are particularly at risk of fraud and poor advice."

05/28/2026

We’re proud to announce the addition of a new professional designation: Tax Planning Certified Professional (TPCP)!

Tax planning plays a critical role in building and preserving long-term wealth. Earning the TPCP designation reflects an ongoing commitment to delivering deeper knowledge and more strategic guidance when it comes to tax-efficient financial planning.

From retirement income strategies to investment decisions and legacy planning, understanding the tax impact of every financial move matters. This designation enhances our ability to help clients make informed decisions designed to align with their goals while minimizing unnecessary tax burdens.

At Hallmark Wealth Planning, continuing education and professional development are essential parts of serving our clients with excellence, accountability, and care. We’re excited to bring this additional expertise into the planning process and continue helping clients build confident financial futures.

05/28/2026

05/27/2026

Do you have a backup plan for injury and illness? Call today and we can assess your needs.

05/26/2026

Living life to the fullest still requires a safety net. Ask me how to protect your paycheck through disability insurance.

05/25/2026

Disability insurance may cover more than just accidents. Message me to find out more.

05/25/2026

On this Memorial Day, we remember those who gave their lives for our country. Let us honor their memory by striving to make the world a better place.

05/24/2026

What’s your most important asset? Your house? Your car? It’s your ability to earn a living. Protect your paycheck through disability insurance. Contact me to find out how.