Herbert Financial Group

09/03/2026

Before You Make Decisions About an Inheritance...

Receiving an inheritance can create new opportunities—but it can also come with important financial and tax decisions.

One of the most important things to remember: before signing paperwork, transferring assets, taking distributions, or making decisions about inherited accounts, call us.

The choices made early in the inheritance process can matter. And if you anticipate receiving an inheritance in the future, the conversation doesn’t have to wait until the assets arrive.

In this short video, HFG Wealth Advisor Thomas Mahfet, CFP®, explains how our team helps clients thoughtfully incorporate an inheritance into their broader financial plan—from investment strategy and tax considerations to retirement and long-term goals.

▶️ Watch the video to learn more.

For additional information, visit: https://www.hfgllc.com/agents-trustees-of-aging-parents-heirs-of-inheritance

08/07/2026

Estate planning isn't just about preparing legal documents. It's about making sure your family knows where everything is when they need it most. That's where organization becomes just as important as the plan itself.

One of the most challenging parts of settling an estate isn't always the legal or financial decisions. It's simply locating the information. Bank accounts, insurance policies, estate planning documents, property records, and beneficiary information are often stored in different places, creating unnecessary stress during an already challenging time.

That's why we created the Inheritance Preparedness Plan. It is a comprehensive framework designed to help families prepare for significant wealth transitions, navigate the inheritance process with confidence, and preserve their legacy for future generations.

Our Estate Planning Organizer is one component of the Inheritance Preparedness Plan that helps you identify and organize the essential documents and information needed to make estate administration more efficient and less overwhelming.

If you would like to learn more about our Inheritance Preparedness Plan or would like assistance completing your Estate Planning Organizer, we'd be happy to help.

Feel free to reach out to Stuart MacDonald, CFP® at [email protected] and take the first step toward helping your family become more organized and prepared.

Don't forget to download your free copy of the Estate Planning Organizer here:https://static.fmgsuite.com/media/documents/d727640b-5e75-4a27-aca9-242a6ce025fd.pdf

And you can learn more about our inheritance planning services here: https://www.hfgllc.com/agents-trustees-of-aging-parents-heirs-of-inheritance

08/03/2026

Four themes. One outlook. Discover how midterm elections, AI, monetary policy, and global resource dynamics could shape the second half of 2026.

Read LPL Research's Midyear Outlook here: https://www.hfgllc.com/blog/2026-midyear-outlook-policy-buildouts-bottlenecks

07/30/2026

Great teams are built by investing in the next generation. Happy National Intern Day to our incredible interns - Matthew, Buster & Jason! Thank you for your professionalism, enthusiasm, and all the ways you contribute! Thank you for your hard work and for being an important part of HFG, we're grateful to have you with us!

06/26/2026

The loss of a loved one is one of life's most difficult transitions. Navigating the financial decisions that follow doesn't have to be.

At Herbert Financial Group, we've seen firsthand how overwhelming the inheritance process can be. That's why we created our Inheritance Planning Service and Inheritance Preparedness Plan—to help individuals and families prepare before an inheritance, navigate important financial decisions, and move forward with clarity and confidence.

In this short video, Kara Case, CFA, CFP®, Wealth Advisor at Herbert Financial Group, explains how proactive planning can help ease the inheritance process and provide greater peace of mind for you and your loved ones.

▶️ Watch the video below to see how our Inheritance Planning Service can help families prepare for the future.

For additional information, visit: https://www.hfgllc.com/agents-trustees-of-aging-parents-heirs-of-inheritance

06/17/2026

Congratulations to Michael & Stuart on officially earning their CFP® designation!

Meet the entire HFG team here: https://www.hfgllc.com/team

03/05/2026

HFG Wealth Advisors and Partners Scott Torosian and Kara Case, along with HFG Director of Investments, Mike Genna, recently hosted a virtual presentation for GM executives, or any GM stockholder, covering two timely topics:

- The 2026 outlook for GM stock — including valuation drivers, industry trends, and market sentiment.
- How RSUs/PSUs are taxed — and strategies to manage vesting events, diversify effectively, and reduce tax impact.

The full replay is now available on demand. Whether you hold GM equity or simply follow the stock closely, you’ll gain perspective you can use this year.

👉 CLICK HERE TO WATCH: https://www.hfgllc.com/2026-gm-rsu-psu-presentation

If you’d like to discuss how these insights apply to your personal financial plan, feel free to schedule a time by reaching out to HFG Director of Marketing, Liz Kasha at 248-482-2603 or [email protected].

02/12/2026

Should you defer some of your GM Incentive Pay to your RSP?

Want to find your optimal deferral amount?

Our financial planners can run a custom 401(k) optimizer analysis for you.

Call Liz, our Director of Marketing, at 248-482 2603 or email [email protected] to schedule your complimentary session today.

02/28/2025

Don't miss our exclusive GM Stock Analysis Event!

13 March An Exclusive GM Stock Analysis Event: Your RSU & PSU Compensation Description Leverage the power of your GM stock with expert-driven strategies. Join HFG for a distinguished dinner event where our panel will share insights on GM stock performance, tax-efficient strategies, & portfolio diver...

02/13/2025

Leverage the power of your GM stock with expert-driven strategies. Join HFG for a distinguished dinner event where our panel will share insights on GM stock performance, tax-efficient strategies, & portfolio diversification.

Learn More: https://www.hfgllc.com/events/an-exclusive-gm-stock-analysis-event-your-rsu-psu-compensation-1