Hightower Bethesda

08/31/2026

🎓 Think 529 plans are only for college savings? Think again.
Recent updates have made 529 plans more flexible than ever, including expanded qualified expenses and the ability to roll eligible unused funds into a beneficiary's Roth IRA, subject to IRS rules and limits.
Learn how these changes could help support both education and retirement goals in our latest blog. Read more
https://hubs.la/Q04vnpz-0

08/17/2026

We are proud to celebrate Morgan Sarraf for earning the Forbes Best-in-State Wealth Advisors 2026 recognition.

This well-deserved honor reflects Morgan's dedication to her clients, commitment to excellence, and passion for helping individuals and families work toward their financial goals. Her hard work, expertise, and client-first approach continue to make a meaningful impact every day.

Please join us in congratulating Morgan on this outstanding achievement!

Hightower Advisors announced today that 19 of its advisors have been recognized on the Forbes | SHOOK 2026 Best-in-State Next-Gen Wealth Advisors ranking. The advisors recognized on this year’s list represent Hightower advisory practices across the country and were selected through a rigorous eval...

08/14/2026

Your wealth isn’t just protected by investment strategies anymore. As cybercriminals shift their focus from institutions to individuals, simple habits like verifying requests and enabling multi-factor authentication can help safeguard your financial future. Read more: https://hubs.la/Q04rDRDJ0

07/31/2026

When the roles begin to reverse…

Many adult children find themselves helping aging parents navigate financial challenges. These conversations aren't always easy, but addressing them early can help families make more informed decisions and reduce stress down the road

Our latest blog explores how to recognize the signs, start the conversation, and support loved ones while protecting your own financial future.

👉 Read more: https://hubs.la/Q04pDlPx0

When you’re growing up, your parents are responsible for caring for you and helping you build a stable foundation for adulthood. But as you age, so do your parents, and the dynamic of who is helping whom can begin to shift. Over time, many adult children find themselves stepping into a caregiving ...

07/15/2026

A mid-year financial checkup is a great opportunity to assess your progress, revisit your goals, and make any necessary adjustments. Reviewing your spending, savings, investments, and overall plan now can help you stay aligned with your priorities and avoid surprises later in the year. Small changes today can make a meaningful impact by year-end. Read More https://hubs.la/Q04msMwb0

06/30/2026

Landing that first job isn’t as straightforward as it used to be. Slower hiring, higher expectations, and AI-driven changes are making it tougher—leading many grads to take roles outside their field just to get started. It’s not failure, it’s a different path.
What's driving underemployment and practical ways new grads can still build momentum in today’s market.
Read more . https://hubs.la/Q04mc2ZQ0

06/15/2026

Student loans are back in the spotlight—are you prepared?
With repayment changes on the horizon, many borrowers are asking the same question: Should I consolidate or refinance? Each option offers different benefits—from simplifying payments to potentially lowering your interest rate—but the right choice depends on your financial goals and need for flexibility.
Before making a move, it’s important to understand the trade-offs and how upcoming policy changes may impact your options.

Read.. https://hubs.la/Q04j-vpQ0

05/29/2026

Moving soon? Stay organized from start to finish.
Our Essential Moving Checklist breaks down every step—so you can reduce stress, stay on track, and avoid last-minute surprises.

👉 Read more: https://hubs.la/Q04hw94b0

05/15/2026

Life doesn’t always change gradually. Divorce, loss, illness, or other major events can reshape your emotional and financial world overnight often at the same time you’re least equipped to make big decisions.
In our latest blog, “After Setback: Rebuilding Financial Confidence After Major Life Events,” we explore why financial confidence often disappears after crisis and practical, steady steps to regain clarity, stability, and control. 👉 Read the full article https://hubs.la/Q04fx2Yk0

04/30/2026

Women are playing an increasingly powerful role in shaping the future of wealth, yet their financial needs and experiences are often different and too frequently overlooked.

In our latest piece, we explore the unique financial realities women face and how a more thoughtful, personalized approach to planning can lead to stronger long term outcomes.

Read the full guide on our site.https://hubs.la/Q04d4HHG0