Hampton Park Financial Planning

09/26/2022

09/06/2022

Excited to support a great cause!

We are excited to announce another sponsor joining us for the BBQ Sauce competition ... Hampton Park Financial Planning! 😁 Thank you so much for your support and thank you to all of our sponsors. 💜 We cannot wait for September 24th!

07/10/2022

Wonderful description of our profession from Carl Richards showing the importance of timely advice from financial planners.

There are going to be highs and lows in working towards your goals. The circled points below represent the points where professional advice is most effective.

07/01/2022

Volatility Is On The Rise

Don’t Stop Thinking About Tomorrow

Despite market volatility, you need to keep saving, particularly for long-term goals like education, retirement, or healthcare later in life.

• 529 plans grow tax-free and may have state tax benefits

• 401(k) and IRA savings should still be maximized, but dollar-cost average for these investments

• Health savings accounts (HSAs) are triple-tax advantaged – they reduce your income, grow tax-free, and qualified withdrawals are tax-free

Keep an eye out for our market commentary next week:
buff.ly/3i3Svqr

06/09/2022

May Recap and June Outlook

The Fed lion has found the courage to increase interest rates drastically, the inflation tiger is still ambushing the economy, and now the stock market is flirting with bears. The question for investors is: Are we still deep in the forest? Or is that the Emerald City on the horizon? To extend the metaphor – that wizard wasn’t much help, and the solution to the problem turned out to be a liquidation.

Just to be clear, they melted the witch. At Hampton Park Financial Planning, we’re not suggesting melting your portfolio.

Let’s recap the recent data releases as we head into the big one – May inflation – which will be released on June 10th

Read our Commentary here:

May Recap and June Outlook The Fed lion has found the courage to increase interest rates drastically, the inflation tiger is still ambushing the economy, and now the stock market is flirting with bears. The question for investors is: Are we still deep in the forest? Or is that the Emerald City on th...

06/08/2022

It has been an honor to serve as a fiduciary financial planner to a broader base of individuals and families in 2022. Hampton Park Financial Planning has grown substantially since our humble beginnings earlier this year. To continue to provide the same quality and attention to detail to our current and new clients, we will be instituting a waitlist for new clients until July 5th, 2022.

To learn more about Hampton Park Financial Planning, please visit: https://buff.ly/3rPgfUU

To keep up to date on our planning process and educational resources, please join our blog here: https://buff.ly/3IBFZtG

Hampton Park Financial Planning provides Fee-only, comprehensive financial planning services to help individuals and young families across the nation prepare for tomorrow.

06/07/2022

I am proud to announce that I will be serving on the regional board for NAPFA for the 2022-2023 term. For over 36 years the National Association of Personal Financial Advisors (NAPFA) has been the standard bearer for fee-only, fiduciary financial advisors advocating for high professional and ethical standards.
Looking forward to our annual board meeting at the end of this month!

06/06/2022

June marks the midway point for those who started with Hampton Park Financial Planning at the start of the year. With that in mind, it is now time for our mid-year check-in. Check out our latest blog for an update on:

- Risk Management
- Retirement Savings in a down market
- Charitable Giving in tough times, and;
- College Planning Updates

Click here to read more:

Summer will officially be here soon, but before kids get out of school and all the vacation planning you did begins to come to fruition, it can be a good idea to take stock of your financial picture and make updates where necessary. Below are a few things you should consider to keep your plan in sha...

06/03/2022

June marks the midway point for those who started with Hampton Park Financial Planning at the start of the year. With that in mind, it is now time for our mid-year check-in. Tune in next week for updates on:
- Risk Management
- Retirement Savings in a down market
- Charitable Giving in tough times, and;
- College Planning Updates

To Subscribe to our blog, please click below!

05/18/2022

buff.ly/3i3Svqr

05/13/2022

Nothing is more valuable than time.

Especially in the market.

So this one's for moms & dads of kids.

Three words you need to know:

Custodial Brokerage Account

This is an investment account you can open on behalf of your child, where you direct the investments until your child is of legal age to take control of it.

Picture this.

You open an account for your 4-year-old. As she grows up, you include her in conversations about it. And over the years, you gift her some ETFs or stock here & there. Holidays, birthdays, etc. And you let her make choices. Would you rather have X, or would you like to buy more shares of your favorite stock?

By the time baby girl is 21, she's a seasoned investor. And she knows the power of compounding interest.

She has 17 years of it in her back pocket.

It’s also so important to save in the right buckets.
Tax-efficient growth!