Hess Financial

05/27/2026

"Raise your hand if you like paying taxes? 🦗🦗🦗

Unfortunately, they’re not going away. So what’s the better strategy?

Stephan Hess shares an important mindset shift about taxes, wealth building and long-term financial health in our latest blog.

Read it here 👉 https://www.hessfinancial.com/tax-strategy-and-long-term-wealth/

04/29/2026

Your credit score could be costing you thousands—and you
might not even realize it.

• Your score impacts how much you pay over time
• A few key factors matter more than everything else
• Small habits can make or break your progress
Whether you're planning to buy a home or working toward
financial wellness, understanding your credit is a powerful step forward.
As our office wall says, "Life happens," and being
ready starts with your finances.
👉 Read the full breakdown: https://www.hessfinancial.com/credit-score-why-it-matters-and-how-to-improve/

04/20/2026

Sneak peek of what’s taking shape at our new office 👀

We’re getting closer…drywall’s up, rooms are forming.

Just a couple more months to go until we can welcome you to the open house.

02/19/2026

AI is reshaping the economy faster than most of us expected — from job markets to investments to new forms of fraud. Here’s what it really means for your financial plan in 2026.

Read More: https://www.hessfinancial.com/investing-in-ai/

02/12/2026

Women often put everyone else first, but taking care of your own financial well‑being is one of the strongest ways to support the people who depend on you.

From building an emergency fund to planning for retirement, small steps today can make a big difference tomorrow.

📩 Read more in our latest newsletter: https://www.hessfinancial.com/protect-your-future-women-wealth/

01/21/2026

In this month's blog, Sara Kate Lasher, CFP®, CPA discusses how you can get ahead of tax season with our 2026 tax planning checklist. Key dates, documents to gather and strategies to reduce stress and avoid surprises.

Read more here: https://hess-financial.com/prepare-for-tax-season-checklist/





Sources: Gather your documents | Internal Revenue Service

Disclaimer: This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.

12/22/2025

Most wealthy families build wealth in one generation, maintain it in the second and lose it by the third.

But it doesn't have to be that way.

CFP® Stephan Hess breaks down what it really takes to make generational wealth last—and why passing down good money habits matters just as much as the money itself.

Read the blog now: https://hess-financial.com/generational-wealth-and-how-to-preserve-it/

12/02/2025

It’s Giving Tuesday — a day to celebrate the power of generosity and service AND a perfect reminder to wrap up any charitable giving you’d like to make this year.

👏 We’re fortunate to work alongside teammates who dedicate their time and energy to causes they care about — here are just a few of the ways they make an impact:
• Supporting aging adults, women’s education, and local philanthropy (Valley Program for Aging Services, JMU Women for Madison, The Community Foundation of Harrisonburg and Rockingham County)
• Championing literacy and youth mentorship (Massanutten Regional Library, Big Brothers Big Sisters of Harrisonburg-Rockingham Co)
• Investing in local leadership, community spaces, and advocacy (Harrisonburg-Rockingham Chamber of Commerce, Build Our Park)
• Helping neighbors, fighting food insecurity, empowering artisans, and supporting local events ( Thousand Villages, Valley Open Doors, FairField Center, Blue Ridge Area Food Bank)

✨ We’re inspired by the passion our team brings to these causes and grateful for all the organizations making a difference. If you haven’t yet, today is a great day to make a meaningful contribution to the causes you care about.

11/26/2025

Read This Month's Blog 💡

A Certified Divorce Financial Analyst® helps you understand the financial side of divorce—from asset division to long-term planning—so you can move forward with clarity and confidence.

📣 Click here to read more: https://hess-financial.com/certified-divorce-financial-analyst-role/

11/17/2025

Starting over isn’t easy — but you don’t have to do it alone.

📰 This month’s Women & Wealth newsletter shares a powerful story of a single mom rebuilding her life after divorce — the fear, the resilience, and the small victories.
Then, our Certified Divorce Financial Analyst® shares practical strategies and guidance to help women understand their financial picture and take steps toward rebuilding.
This is one of our most meaningful issues yet — real stories, real planning considerations, real moments of resilience.

✨ Read it here:

Divorce can feel like an emotional earthquake, but with smart financial steps, single parents can rebuild, thrive, and regain control.