Halbert Hargrove

Meet Anna Lair! Anna joined our #LongBeach team as an Associate Client Service Manager in 2023. Quick-minded and ready to pitch in, she says “I really enjoy helping ensure that clients feel supported – that they know we are always here to assist them through any situation or concern that comes up.” We recognized Anna’s positive attitude and fit with HH’s culture and people during her internship with us while she pursued her Bachelor’s studies. “I’ve made so many great memories and relationships here,” she says. Fun Fact: She is a huge San Francisco Giants fan – and attended the game when Barry Bonds broke the home run record for #MLB!

As you age, it can be daunting to realize that you may not have enough funds to support your desired lifestyle in #retirement, and figuring out where to start catching up can be challenging. Our #wealthadvisor and Director of Technology and Cybersecurity Shane Cummings, CFP®, AIF® recently wrote an article for Kiplinger detailing proactive steps individuals who start #retirementplanning late can take to help feel more comfortable as they approach retirement. https://lnkd.in/enCsYTrp

Please join us on December 5th at 12:00 p.m. PT for a webinar with Curtis Kaiser regarding estate planning. The session will include an overview of the following: - Post-election estate planning update – do we need to hurry to do estate tax planning - Estate planning documents vs. an estate plan We hope to see you there, register with the link below. ⬇️ https://lnkd.in/gGDZU9x5

Medicare plays a vital role in retirement planning, but understanding how it impacts your long-term financial security is key. From premiums to out-of-pocket expenses, it's important to assess how Medicare fits into your overall retirement strategy. This article highlights some essential considerations to help you plan more effectively. https://lnkd.in/e9cyz2XB #RetirementPlanning #Medicare

🌱 Join the Net Positive Movement in Wealth Management! 🌱 We're excited to announce the launch of the Net Positive Consortium in Wealth Management (NPC)—a groundbreaking new initiative bringing together leading RIA and wealth management firms to drive meaningful impact in our industry and beyond. Check out our announcement here:  The Net Positive Consortium in Wealth Management Launches: Uniting Firms for Collective Impact Whether your firm is already engaged in community efforts or just starting on the journey, NPC offers a collaborative platform for: ✨ Sharing best practices
 ✨ Supporting local causes and sustainability
 ✨ Elevating financial literacy and impact investing
 ✨ Fostering inclusive work environments
 ✨ Contributing to the future of our profession With resources like our Five Pillars Framework, webinars, and thought leadership, NPC is here to help guide your firm toward making a net positive difference for clients, employees, communities, and the planet. Let’s shape the future together! Learn more and join the movement today: www.netpositivewealth.com Suzanne Siracuse, Kate Healy, Three Crowns Copywriting and Marketing LLC and Abbie Sheridan #NetPositive #WealthManagement #Sustainability #CollectiveImpact #FinancialLiteracy #CommunityEngagement #Leadership

Meet Patrick Kujawa AIF®! As a Regional Director with Halbert Hargrove’s Scottsdale office, Pat ensures that his team does their part to guide clients toward reaching their financial objectives. “I take great satisfaction in helping others achieve their dreams and closely following the global markets,” he says. “I feel truly blessed in working with highly professional, ethical and kind teammates to improve our clients’ financial futures—brainstorming with them to develop creative solutions to clients’ challenges. I love what I do and look forward to going to the office each day.” We enjoy having you on the team, Pat! Fun fact: As a child, he won a poster drawing contest for the NBA All-Star Game in Milwaukee. On the Saturday before the game, he and his parents got to meet Julius “Doctor J” Erving. He still remembers that day like it was yesterday.

The state of #California is considering a #wealthtax that would tax individuals based on their total #networth. As many of our employees and clients are based in California, this could have a significant impact. Our #WealthAdvisor, Vincent Birardi, CFP®, AIF®, MBA, MSIS, shared his insights on the proposed legislation in this SuperMoney article by Benjamin Locke. https://lnkd.in/gca9U_Up

#Financialresilience is crucial for companies in today’s unpredictable #economic climate. Having clear strategies in place can help ensure that a business can adapt and potentially thrive. To learn more about the strategies we use at Halbert Hargrove, read our #CEO JC Abusiad's latest Forbes Finance Council article. https://lnkd.in/grdAx-wr

The passing of a #spouse is emotionally devastating. It’s important to not let this also lead to being #financially devastated. It’s critical to get organized in advance and immediately after a spouse passes away.  To learn more, check out this Barron’s article by Debbie Carlson featuring our senior #wealthadvisor Samantha Garcia, CFP®, AIF®, CDFA®. https://lnkd.in/dzcYP4z4

When making big purchases #online, it's important to use a computer rather than a smartphone to help with price comparison and ensure you have access to all the necessary information. To learn more about why #financial professionals recommend using a computer for significant purchases, check out this GOBankingRates article by Gabrielle Olya, featuring insights from our #wealthadvisor and Director of Technology/Cybersecurity, Shane Cummings, CFP®, AIF®. https://lnkd.in/gZgHVdCW