by Kevin Toler | Dec 18, 2024 | Financial Planning
As we move into 2025, the financial landscape presents unique challenges and opportunities for affluent investors. Hill Island Financial is committed to providing clarity and actionable strategies tailored to your financial planning goals. Here’s what to watch and how... 
by Arian Nelson | Nov 18, 2024 | Financial Planning, Guidance for Widows
You and your spouse have done everything right financially. Except you didn’t consider the impact when one of you dies first. Preparing for the financial aftermath of a spouse’s death is crucial. Even with diligent retirement planning, the financial... 
by Arian Nelson | Oct 15, 2024 | Financial Planning, Guidance for Widows
Losing a spouse is an emotionally devastating event that abruptly brings an array of financial and administrative tasks. In the fog of grief, there is no easy guidebook for what can seem like trivial details and yet can have significant, long-term impacts. It is... 
by Kevin Toler | Sep 26, 2024 | Financial Planning, Tax Planning
Navigating the complexities of the Alternative Minimum Tax (AMT) can be a significant challenge for high-income earners. Still, it’s a key part of optimizing tax strategies. Originally designed to prevent wealthy taxpayers from avoiding their fair share of... 
by Kevin Toler | Jul 8, 2024 | Charitable Giving, Financial Planning
At Hill Island Financial, we understand the importance of integrating philanthropy with financial planning. One powerful tool for achieving this balance is the Charitable Remainder Trust (CRT). A CRT furthers your philanthropic goals and offers significant economic... 
by Kevin Toler | Mar 20, 2024 | Financial Planning
The Hill Island Financial Onboarding Experience Let’s face it, choosing a wealth advisor isn’t fun. Unless you’re one of those beautiful minds who finds joy in untangling the web of financial instruments and tax codes, you’d probably prefer... 
