Charitable giving can be a meaningful way to support the causes that matter to you while also offering potential tax benefits. Depending on your financial situation, certain charitable giving strategies may help manage taxable income, address capital gains considerations, or complement broader wealth and estate planning objectives. According to Giving USA 2025, Americans donated a record $592.5 billion to charity in 2024, including $392.45 billion from individual donors. Unde

According to the First Citizens Bank 2025 Wealth Survey, high-income Americans now estimate they need an average of $4.1 million to retire comfortably. However, retirement planning becomes more complex as wealth increases. In many cases, it creates new challenges that require a more strategic approach. High-net-worth retirement strategies go beyond basic saving and investing. The goal is to create a reliable income, manage tax exposure, protect wealth, and leave a meaningful

It’s hard to believe that 2026 is in full swing...and now as tax season approaches, a little early organization may help things feel more manageable.

As we head into spring, it’s a natural time for reflection and a fresh sense of hope. A little more light, a little more clarity, and maybe even a little more peace of mind.

It’s hard to believe that 2026 is in full swing...and now as tax season approaches, a little early organization may help things feel more manageable.

I want to thank you for the relationship we share and your continued decision to trust us, to trust me to come alongside you and your family in your financial lives...I don’t take this lightly. It's an honor.

May this season bring you joy, reflection, and a renewed sense of abundance.

Towards the end of this summer there will likely be a large legislative bill coming from DC that extends the current tax regulation, among other details.

Here’s to a Super 2025! We have a lot to be thankful for and a lot of good work for good people in front of us.

There is a lot to consider and monitor, both with the current year and where we all are in our lives.

We’ve had a few clients who have been dealing with recent scams, so I want to take a minute to share some important information

Ready or not, longer, hotter days are on the way. As per the norm, Hattig Financial, as well as the Hattig family, are staying ‘chock-full!’

Thank you for your continued decision to be a part of the Hattig Financial Company family!

Thank God for our sunshine, and all the snow and rain this winter and spring. I hope this letter finds you happy, healthy, and...

Attention Clients! Hello! I have so much information this month, there is room for only one picture! Asher and I did a father-son weekend at Daytona in February for the 24-hour Rolex IMSA race! Think of it as “Ford vs. Ferrari!” IMPORTANT INFO FOR HFC CLIENTS! 2022 Tax Filing is Near If you are trying to make sure you have your correct 2022 Tax Documents in order, You’re Not Alone! If you are unsure, send us an email or give Stephen or me a call to verify what you should be o

CHOSEN—January 2023 Welcome to 2023, whether you believe it or not! Whatever stage of life you find yourself in, I imagine that you are...

Hello, I hope you have enjoyed the start to fall. A lot of people here (in CO) tell me this is their favorite time of year. For me, it’s summer. I love the warm weather and the lake! BREAKING FAMILY RULES? So, I don’t usually do this, but I’m going to ‘tell on myself!’ I totally broke one of our ‘Family Rules’ over the past two months. Forgive me though, because it was a totally conscious decision! This summer, I knew I would be so busy with work (excuse or reason?), I told A

T.A.C.O.S – This was the theme of Middle School Church Camp where I had the Honor to lead ten – 8th grade boys in early June. Portia and...

It's been quite a Winter season with a couple real cold spells! I've had many clients spend extended time the past couple months in the warmer weather of Arizona and Florida, I'm happy for you! I hope for those of you who are ready to explore and travel again, that you've booked and go ahead and take those trips! Just when we are coming out the challenging season of covid the next round of tragedy hits. The invasion of Ukraine is so devastating and affects us all in some way

Well, whether we believe it or not, the year 2022 is well under way! So much has happened the past month or so hasn't it! Some beautiful and great, some really difficult. My hope for you and your family is that you experience joy and hope in different pockets of your life. Asher, Portia and the Hattig Family had a really nice Christmas; Portia is showing off her full-volume Shakespeare book and Asher, as any 12-year-old boy, has a devious look while holding his new slingshot,