Hi, Here are Hilary and Peggy with our income tax and Fiscal Cliff update for investors in January of 2013. Please watch the video and send in your questions. We look forward to your feedback!
About Hilary
Hilary Martin , MBA, CFP® specializes in comprehensive financial planning to help individuals and families successfully integrate their values and their lifestyle to achieve all that is important to them. Her combined technical knowledge and passion for facilitating others’ success are key aspects of her financial planning practice.
"As an insurance executive and real estate investor in the Bay Area for over 25 years, I too am a regular reader of The Healthy Wealthy Families Blog. Written by Hilary Martin, the Blog is that rare combination of insight, practicality, truth, and is also an entertaining way to get your own daily dose of much needed financial planning education. If you seek knowledge, Hilary will lead you, but without all of the ego that is usually seen in the financial services industry." Jeffrey W. – Walnut Creek, California
"I have a busy schedule, so I rely on financial experts to help me manage my finances and portfolio. After researching experts for over 20 years, I found that Hilary Martin has the most sound financial advice I have experienced in the industry. I look forward to her weekly posts on her blog. Whether you are looking for retirement planning, asset allocation, controlling debt, estate planning, or how to diversify your portfolio, she offers sound financial advice in a sea of uncertainty. She also focuses on helping windfall recipients, which was great since I needed to plan for an inheritance. " B. McQueen, Saratoga, CA
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