Hillcrest Financial Group

Hillcrest Financial Group Our mission is to help our clients be free from financial worry and experience a life that goes beyo

Did you spot a small charge, such as 37 cents, on your statement? That unexplained "phantom payment" is a scammer testin...
07/19/2026

Did you spot a small charge, such as 37 cents, on your statement? That unexplained "phantom payment" is a scammer testing if your account is active before making larger, fraudulent withdrawals. Learn how to spot this warning sign and protect your money: https://bit.ly/dskjiTu

Notice a strange bank account charge? It might be a phantom payment. Here’s how scammers use them and how you can detect bank fraud early.

Storing cash in Venmo, PayPal, or Cash App? This convenient habit puts your money at risk. Find out why, and discover sa...
07/18/2026

Storing cash in Venmo, PayPal, or Cash App? This convenient habit puts your money at risk. Find out why, and discover safer alternatives that protect your cash and earn interest: https://bit.ly/jfelojF

Keeping money in PayPal, Cash App, Venmo, or another P2P payment app puts your money at risk. Here’s why, and what to do instead.

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.
07/17/2026

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

You worked hard to save for retirement, now it's time to enjoy it. Learn how small investments in travel, hobbies, techn...
07/17/2026

You worked hard to save for retirement, now it's time to enjoy it. Learn how small investments in travel, hobbies, technology, and social connections can deliver lasting rewards. Read about 5 lifestyle upgrades. https://bit.ly/4vz3VpC

Reframing splurges as "intentional reallocation" of money can help you overcome spending anxiety and enhance your quality of life. Here are some suggestions.

Emergencies are inevitable, but financial stress doesn’t have to be. While the standard emergency fund is 3-6 months of ...
07/16/2026

Emergencies are inevitable, but financial stress doesn’t have to be. While the standard emergency fund is 3-6 months of expenses, it's best to start with small, manageable milestones, such as saving your first $1,000.

Automate and separate: Set up an automatic transfer from your paycheck to a separate, high-yield savings account to effortlessly build savings that are "out of sight" and less tempting to spend.

Target your needs: Determine your ideal amount based on your responsibilities (e.g., family/self-employed may need six months or more) and use windfalls like tax refunds to accelerate your progress.

Don't feel guilty: The fund is for emergencies; if you use it, don't feel guilty—just make replenishing it your next top financial priority.

Source: https://bit.ly/quiF

Maybe your car broke down, your computer was stolen, or you had a surprise visit to urgent care. Emergencies are inevitable, but you can help by building an emergency fund.

The S&P 500 is ubiquitous. Ever wonder how it works?
07/15/2026

The S&P 500 is ubiquitous. Ever wonder how it works?

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Retirement sneaking up faster than your savings? You still have time to strengthen your plan: • Check Your Gap: Use a r...
07/15/2026

Retirement sneaking up faster than your savings? You still have time to strengthen your plan:

• Check Your Gap: Use a retirement calculator and your Social Security estimate to see how much income you’ll actually have.
• Boost Contributions: Workers 60–63 can save up to $35,750 annually in a 401(k) under SECURE 2.0.
• Delay Benefits: Waiting past 62 can increase Social Security payments by up to 8% per year.

Source: https://bit.ly/4s83UI7

Try not to panic—there are ways to bridge the gap.

Surprised by your dental bill? 🦷 You’re not alone. Dental insurance often covers far less than people expect. Before you...
07/14/2026

Surprised by your dental bill? 🦷 You’re not alone. Dental insurance often covers far less than people expect. Before your next appointment:

Understand your plan
Ask for cost estimates
Consider a second opinion
Learn how to avoid costly surprises. https://bit.ly/4aUQeKo

Many people assume coverage for teeth works the same as other insurance. It doesn’t.

Earnings season can move markets. Find out why.
07/13/2026

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

Feeling drained? You might be neglecting some quality "me time." Although often stigmatized, solitude can have surprisin...
07/13/2026

Feeling drained? You might be neglecting some quality "me time." Although often stigmatized, solitude can have surprising benefits, especially for women. Learn why embracing alone time can be a game-changer: https://bit.ly/3KedDIo

Our contributor Heather Hansen examines the merits of solo time in her new book, 'Solitude: The Science and Power of Being Alone.'

Address

8044 Montgomery Road, Suite 258
Cincinnati, OH
45236

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Hillcrest Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Hillcrest Financial Group:

Shortcuts

Share

Category