Blog

One of the most common questions we hear from our clients is about Roth IRA Conversions.What is a Roth Conversion? And how can a Roth Conversion help you even if you’re in your 60’s and 70’s? A Roth Conversion is...

What these securities can do for a diverse investment portfolio. Ask 100 people to describe where investing takes place, and 99 of them will answer, “the stock market.”

Let history, not hysteria, guide your investment decisionsYou’ve probably seen a lot of stories lately about bad times and bear markets ahead. Inflation has been rising, one story says. The next story says the U.S. economy is...

Chelsea Starr recently joined the HMC family in January of 2022, but as the front line answering phones, many clients probably already know her voice. A Greensboro native, she enjoys talking with and getting to know our clients, so get...

As we continue to forge through 2022 and tax-filing season is already open, the IRS warns taxpayers to prepare for delays and complications. Unlike 2021, the tax deadline has not been extended, and most taxpayers will have until April 18th…

Julia Pfenning started as Office Coordinator in 2018 and has recently been promoted to Client Services Associate. Hers is a voice every client has heard when they call the office, and she is here to help. It's been great to see Julia...

Gibbs McEachran, Client Services Associate, has been a dedicated member of our service team for over a year. Even while seeking his undergraduate degree in business, he works full-time and plans to be an advisor here at HMC Partners...

How To Prepare For The Financial Challenges Ahead And Take Control When you find yourself suddenly single due to divorce or the loss of your spouse, you may come to face unique financial challenges, especially when heading into...

Jess Chatmon, our Operations Manager has been an integral person in our office for the last four years. She wears many hats and has helped countless clients. You've probably spoken to her so now here is your chance to get to know her!...

Of all the financial concerns weighing on people, we have been seen a major increase in concerns about the rate of inflation we’re seeing in 2021. That is probably because compared to the 1.8% overall annual rate of inflation in...

It's RMD quarter around the corner! John and Gib answer who is eligible to take out distributions, when is the best time of the year to take your distributions, and how much do you need to take out before December 31st? If you have...

This month we are talking about Financial Goals... What are some of the areas I should be paying attention to and how can I stay on track with these new goals? If you have questions you can call us 276-293-1538 or send an email

Did you know that approximately 4 million will retire from the U.S. workforce every year? If you’re one of the fortunate retired individuals who planned ahead and funded a retirement account (IRA) throughout your career or...

When you’re planning for retirement, knowing how to maximize your Social Security benefits needs to be a key part of your long-term strategy. While Social Security benefits most likely won’t be the largest part of your...

This month we are talking about Financial Goals.. What are some of the areas I should be paying attention to and how can I stay on track with these new goals?